Our Services

Trusts & Charities

Head of service Ian Macdonald

We advise you on how to safeguard assets by placing them in trust, or on how to set up trusts to benefit your family. Trusts also protect young or vulnerable people and can save tax.

how we’re different

We can advise on the best type of trust taking all your circumstances into consideration.

  • We will provide an ongoing management service if it is needed.
  • We offer an advisory service for trustees and can provide briefing notes to help trustees better understand and perform their role.
  • We prepare trust tax returns for trustees.

Why WJM?

Whatever your reasons for being interested in trusts, our advisers are easy to talk to and will be able to find the arrangement which works best for you.

Our Group