Trust Estate Planning Tailored to Your Needs
Our expert trust estate planning services help you reduce taxes, protect assets, and ensure your wealth is passed on exactly as you intend.
Why choose Devonshire Green ?
Years of Combined Experience
Decades of expertise in accounting, tax management, and wealth planning.
Clients Served
Trusted by thousands of clients globally for expert financial services.
Industry Awards
Won
Recognised for excellence in financial services and client support.
Industry Awards Won
Recognised for excellence in financial services and client support.
About service
Safeguard Your Wealth with Strategic Trust Estate Planning
Our trust estate planning services help you safeguard your wealth and ensure it is distributed according to your wishes. By setting up trusts, you can minimise taxes, avoid probate, and provide for your loved ones in a structured and efficient manner. Our team offers personalised solutions to meet your estate needs, giving you peace of mind and full control over your assets.
90+ Years of Expertise for Tailored Financial Solutions
Benefit from decades of experience, providing you with personalised, effective financial strategies that outshine competitors.
What is included
Setting Up Trusts
We help you establish different types of trusts tailored to your needs, ensuring efficient management and protection of your assets.
Asset Protection
Our asset protection strategies ensure your wealth is shielded from creditors, legal claims, and excessive taxation.
Minimising Taxes
Our trust estate planning services are designed to minimise estate and inheritance taxes, allowing you to pass on more to your beneficiaries.
Control Over Asset Distribution
Our trust estate planning services give you full control over how and when your assets are distributed to beneficiaries.
Avoiding Probate
Avoid the lengthy and public probate process by utilising trusts, ensuring your assets pass directly to beneficiaries.
Why work with us?
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Asset Protection
Safeguard your assets from creditors, legal claims, and unnecessary taxes. -
Tax Efficiency
Minimise estate and inheritance taxes with effective trust structures. -
Control Over Wealth
Decide how and when beneficiaries receive your assets. -
Avoid Probate
Bypass the lengthy probate process and ensure a private transfer of wealth. -
Customised Solutions
Tailored plans to fit your specific financial and family needs.
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Protect Minors
Secure assets for minors and vulnerable beneficiaries with trust management. -
Maintain Privacy
Keep your estate and financial matters confidential by avoiding public probate. -
Ensure Continuity
Provide for the smooth management and transfer of wealth over generations. -
Peace of Mind
Trusts give you control and certainty over the future of your estate. -
Preserve Family Harmony
Prevent disputes by clearly outlining your asset distribution wishes..
Take Control of Your Finances – Get in Touch Today!
Testimonials
Richard Wayne
Great personal service from Devonshire Green, my contact there was James Barker. He has prepared and submitted accounts for my business for the last 7 years, giving considered advice as relevant to me. He has also prepared and submitted Tax Returns to HMRC during this period. Nice people to deal with.
Natalie Langley
I would like to thank Aaron for helping us with my husbands first tax return since registering as self-employed. He was recommended to us, and he just made everything so easy. We had lots of questions and he always came back to us quickly with the answers. He explained everything to us along the way and took the stress out of filing the tax return ourselves. We will definitely be using this company again.
Alan Morfey
Great service provided by James and his team over the last 4 years! As someone that was totally new to running my own business James ensured everything was explained to me in terms I understood which gave a very personal feel aswell as the confidence I needed to deal with the day to day running of things. Much appreciated James.
Trust Estate Planning: Protect Your Wealth for Future Generations
Trust estate planning is a critical step in ensuring that your assets are distributed according to your wishes while minimising tax liabilities. By creating a trust, you can control how and when your beneficiaries receive their inheritance, protecting minors or vulnerable family members. With trust estate planning, you can avoid probate, ensuring a private and seamless transfer of assets. Our expert team provides customised solutions to help you maximise tax benefits, protect your estate, and preserve wealth for future generations.
Let our trust estate planning experts guide you through every step, ensuring that your estate is managed efficiently and according to your wishes. Proper trust estate planning not only provides peace of mind but also guarantees that your family’s financial future is secure.
With strategic trust estate planning, you can avoid unnecessary legal complications, reduce estate taxes, and ensure that your estate is handled privately, efficiently, and with minimal delay. Let us help you create a comprehensive plan that safeguards your legacy.