Trusts and executorships

Whilst the tax advantages of using trusts have diminished over the last few years, they still provide an effective means of:

  • Protecting funds for your children’s/grandchildren’s education & maintenance.
  • Managing the access to property by future beneficiaries.
  • Protecting family assets.
  • Providing for people who are mentally or otherwise incapacitated

We consider the merits of trusts over other arrangements and if applicable we can assist with the following:

  • Setting up trusts.
  • Full book-keeping service.
  • Preparing Trust Accounts.
  • Preparing tax computations and submitting tax returns to HMRC.
  • Completing the beneficiaries’ income & tax deduction certificates R185.

Call us today to discuss concerns you may have about protecting wealth for your beneficiaries.

Ymddiriedolaethau ac ysgutoriaethau

Er bod y manteision o ran treth o ddefnyddio ymddiriedolaethau wedi lleihau dros y blynyddoedd diwethaf, maent yn dal i ddarparu modd effeithiol o:

  • Amddiffyn arian ar gyfer addysg eich plant/wyrion.
  • Rheoli’r mynediad i eiddo sydd gan fuddiolwyr.
  • Amddiffyn asedau’r teulu.
  • Ddarparu ar gyfer unigolion sy’n analluog.

Rydym yn ystyried rhinweddau ymddierdolaethau dros drefniadau arall ac os yn addas gallwn gynorthwyo gyda’r canlynol:

  • Creu ymddierdolaethau
  • Gwasanaethau llyfrifeg llawn.
  • Paratoi cyfrifon ymddierdolaethau
  • Paratoi cyfrifiannau treth a’u cyflawni i HMRC.
  • Cwblhau tystysgrifau didyniad incwm a threth y buddiolwyr, R185.

Ffoniwch ni heddiw i drafod unrhyw bryderon sydd gennych ynglyn ac amddiffyn cyfoeth ar gyfer eich buddiolwyr.

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H D Pritchard & Co, Old Oak House, 49-51 Lammas Street, Carmarthen SA31 3AL
H D Pritchard & Co, Old Oak House, South Parade, Tenby SA70 7DL
H D Pritchard & Co, Old Oak House, 12 Priory St, Cardigan,West Wales SA43 1BU

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