01509 642162
accountingenquiries@chestertonhouse.co.uk
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Families and estates

Secure your family's future with expert guidance.

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Create generational wealth

Building a legacy for your family is a thoughtful act. Trusts offer a powerful tool to achieve this by safeguarding your hard-earned wealth for future generations.

By establishing a trust, you can ensure your assets are protected, maintain flexibility to adapt to your family’s changing needs, and potentially minimise the tax burden they’ll face. Trusts can also accelerate the transfer of assets, bypassing the complexities of probate court.

Our core services

Set up trusts

Our experts guide you through the trust creation process, ensuring the right fit for your family's needs.

Tax returns

We handle your annual trust and estate tax returns, alongside annual accounts, for a streamlined experience.

Investment strategies

We leverage our expertise to ensure your trust assets are invested soundly, and aligned with your long-term goals.

Tax advice

We continue to look at the structure of your trust to ensure it is tax-efficient.

Estate planning

We incorporate estate planning to minimise potential Inheritance Tax liabilities, protecting your legacy.

Ongoing support

We're committed to your family's wellbeing, offering guidance and support throughout your journey.

How we will help

We do all the work

Let our experts handle everything, from selecting the right trust to set up, administration, and then winding down. We’ll ensure compliance with legal requirements.

Unmatched expertise

Our team has extensive experience navigating the complexities of trust and estate tax rules, ensuring your family’s needs are met.

A joined-up approach

We collaborate with our financial planning and legal teams to offer a unique and comprehensive trust management service that covers every aspect of your legacy.

We also help

Business owners and directors

From launch to established success, we'll guide you through your financial journey.

Property developers and investors

We go beyond the bricks and mortar with strategic accounting for property development and investment.

Outsourced finance directors

Strategic finance leadership for your business.

Complex tax planning

Personalised tax strategies for individuals and businesses.

Entrepreneurs and startups

Launch with confidence. Expert accounting and tax solutions for startups.

Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Phone
    01509 642162
    Visit us

    29 Rectory Place, Loughborough, LE11 1UW