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Sage
Bookkeepping
Training

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Services

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IHT & Estate
Planing

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Tax
Planning

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Trusts

Trusts aren't just for the very wealthy

Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.

We can advise on the setting up and running of...

  • Discretionary trusts;
  • Accumulation and maintenance trusts for children;
  • Interest in possession trusts.

We can deal with all trust accounting and tax matters on your behalf.

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote. Please note that if it is audit regulated work then we will refer you to WJJ Services Limited who now perform our audit regulated work. WJJ Services Limited is registered by the ICAEW to carry on audit work. The audit registration number is C011004180 and the company registration number 12267520. WJ James & Co will be able to help with all other queries though .

 

Charities & Not For Profit

We have been providing charity clients with high quality, specialist advice and service for many years, and our charity clients range from small village halls to large national organisations...

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Farming Industry

The largest industry sector that we deal with is farming, as you would expect in a rural practice. This means that we have developed considerable expertise in this field...

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