Trusts can be a valuable tool in family Estate Planning, giving you control over your assets and how they are passed on.

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We often use Trusts to pass on wealth securely. Trusts can also be valuable to ensure your estate reaches your intended recipients, particularly if you need to consider vulnerable family members.

Talk to us if you would like to find out more about:

  • Trusts – in the UK or overseas
  • Will Trusts
  • Life interest, discretionary and protective Trusts
  • Trusts for children or vulnerable or disabled beneficiaries
  • Charitable Trusts

Establishing a Trust

Our Inheritance Tax Consultants will walk you through all the options, helping you choose the Trust that is right for your unique circumstances.

Ongoing advice and support for your Trust

After its creation, there is nothing more for you to do. We will handle the day-to-day administration, and prepare annual accounts, tax returns and computations for the Trust. We can even act as a trustee if necessary.

And for as long as the Trust is in place, we will be here to provide ongoing advice – or step in if anything needs to change.

Meet the team

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Contact our Trust specialists for expert advice.

    Delia Orme | Alliotts



    View Delia's profile

    Delia has been advising private clients and businesses for over 30 years on a wide range of taxation issues. As a Chartered Accountant and Chartered Tax Advisor Delia provides inclusive personal and business tax advice that helps clients plan for the future.

    When advising business owners on their strategy, financial affairs and tax matters Delia treats the business as part of the owner’s overall financial picture. Clients have the reassurance of knowing that their tax planning is in capable hands and that they receive thought out advice that is specific to them; integrating every aspect of their lives.

    Delia provides a wide range of personal tax advisory services to ensure that they pay no more tax than they need to, whilst helping protect and pass on their wealth to the next generation. Trusts are often useful for passing on family wealth whilst staying in control, but they are very complex vehicles from a tax and legal perspective.

    Working with business owners Delia advises on tax strategies and tax compliance matters. By providing a clearer tax and financial plan for the entrepreneur shareholder, Delia guides them in growing their business.
    Delia has many years of experience advising individuals on the personal tax implications of moving to and from the UK, including the tax treatment of non doms and residency status. Where employment can be based in one or more overseas locations and often there are UK assets such as property to consider, Delia advises individuals to help them remain both compliant and tax efficient.

    There are times when clients need to unravel complex arrangements, often when separating business or personal relationships, and these have a tax impact. Delia is experienced in advising on the tax implications and tax calculations surrounding divorce. Her expertise is in thoroughly investigating the financial information available and producing robust reports to withstand scrutiny.

    When working with businesses Delia advises on a wide range of areas including

    • Corporate restructuring
    • EIS and SEIS
    • Research and Development Tax Relief (R&D)
    • Transactions
    • M&A activity
    • IR35
    • Probate

    Typical projects that Delia advises on include:

    • Maximising net spendable incomes for entrepreneurs
    • Property investment and development structures
    • Stamp Duty (SDLT)
    • Passing on family wealth through Will and Inheritance Tax Planning
    • Capital Gains Tax Planning on a variety of assets
    • Tax expert witness
    • Advising clients moving into or out of the UK for business or personal reasons.
    • Tax treatment of non dom and resident status

    Delia’s attention to detail in every assignment; her experience in the practical application of tax rules; and dedication to client care mean that clients have no hesitation referring her to their friends and family as a trusted advisor.





    View Jane's profile

    Jane is a qualified Chartered Tax Adviser and Chartered Accountant.  She has over 20 years’ experience providing tax advice, planning and compliance services to High Net Worth individuals, families and Trustees.

    Jane advises on a wide range of areas but specialises in:

    • Inheritance/estate tax planning
    • Residence issues around the statutory residence test
    • Probate
    • Personal tax services and advice, including complex tax returns
    Sarah Messruther | Alliotts


    Manager - Mixed Tax

    View Sarah's profile


    Sarah is experienced in various aspects of trust taxation and administration, including:

    • Set-up
    • Registration
    • Income tax returns
    • Inheritance tax returns