Trust and estate management

A trust can act as a valuable financial planning tool, providing you with a means of protecting your assets and your family’s financial security, minimising tax liabilities, and managing investments.

Our trust management team at David Owen has been providing specialist advice to clients wishing to give away assets such as money, shares, and property for many years. Our trust service ensures your assets are managed in a tax-efficient, fully compliant manner, so your beneficiaries receive the best possible value.

We work with clients from Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford and many other parts of Wiltshire, Berkshire and beyond.

Trust and estate management advice in Wiltshire

A trust is a legal entity that grants control over assets or money to chosen trustees, to be used for the benefit of selected beneficiaries.

Trusts are becoming increasingly popular as flexible and highly effective tools for tax and estate planning. In addition to protecting your assets, they enable you to put more complex arrangements in place, determining how your legacy is managed on an ongoing basis.

By developing an in-depth understanding of what you want the trust to achieve, we can select the right solution and then help administer and manage it with you, either as a trustee or an executor.

Our specialist service

Our experienced specialists can deliver comprehensive guidance every step of the way, should you decide to set up a trust. We can guide you through every aspect of the process, leaving you headache-free. We work closely with you and your solicitor to ensure the trust delivers the benefits you desire, reducing any tax liabilities and maximising after-tax income.

In addition to setting up and registering your trust with HMRC, our experts can work with you and the trust’s financial adviser to help guard against risks, whilst ensuring any decisions are designed to meet beneficiaries’ needs and adhering to the Trustee Managed Portfolio Indices (TMPI). We can also prepare the annual trust accounts and trust tax returns, so you can feel confident they will be accurate and timely.

Contact us

David Owen is a well-established accountancy firm with offices in Devizes and Marlborough. To find out how we can help you, please contact a member of our team today.

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Mike-Buckland
Michael Buckland Partner - FCA DChA
Rachel Atkins
Rachel Atkins Partner - BSc FCA
Jullian-Pocock
Julian Pocock Partner - BMedSc FCA CTA

Get in touch

Choosing the right accountant is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.

Please contact us for a free, no-obligation initial conversation.

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What our clients say about us

"We have been clients of David Owen for over 40 years. We continue to be impressed with the quality of the advice and service that we receive. Their staff are always there when we need them, dealing quickly and effectively with any questions or queries that we may have. Overall we believe that their knowledge and expertise has been essential in guiding us along the right path to continued business success."
Joyce Dobie , Dobie Wyatt Limited
Having been recommended to Richard Hay at David Owen when I first went self-employed, it was definitely the right choice. Always professional, knowledgeable and accessible, David Owen are now responsible for my company accounts, as well as self-assessment for myself and my husband and always on hand whenever I need them.
Andrea O’Farrell, Credit risk director, Lygan Ltd