Will trust

Case study by Döhle

A Will Trust was introduced to us that was about to acquire substantial assets as a result of tax planning carried out several years previously when the client had originally approached John for assistance in drafting his Will.

Upon the death of the client, Döhle Corporate and Trust Services Limited became involved in analysing a large number of investment, accounting and corporate records so that all the assets could be catalogued, along with their base costs and current values. This enabled the executors of the deceased’s estate to move the assets into the trust in a tax efficient manner by crystallising portfolio gains before transfer and re-structuring the way the assets were held, including the use of corporate entities.

Döhle Corporate and Trust Services Limited now provides on going administration services to the trust, including the organisation of trustee meetings, preparation of documentation, accounting services and the completion and submission of tax returns.

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