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Charities and Trusts

We manage trust and charitable accounts, both onshore and offshore. These accounts are managed in the same way as other accounts although they are usually more defensive in nature. We can present and report to all or nominated Trustees as required. For Charitable accounts we are pleased offer a substantial reduction on fees.

For the establishment of Trusts and Charities we can recommend certain specialists to help advise you; we do not undertake this work ourselves.

We would be pleased to discuss our Trust offering with you further either in person or over the phone.