Inheritance and Trusts

Inheritance and Trust services

If you need professional help in running trusts or wealth succession planning, call David Griffiths & Co in Aylesbury.
Call us for inheritance planning

Tailored wealth succession planning

At David Griffiths & Co, we offer personalised plans to help you minimise the tax burden on the financial assets you've accumulated and have been taxed on already. These plans will also help you carry out a smooth transfer of assets to your heirs. We'll deal with all the accounting and tax matters on your behalf. You can also contact us if you are looking for expert estate planning.
Our expertise

We offer:

  • Estate planning for individuals whose estate is close to the nil rate band or many times larger
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
  • Advice on both lifetime transfers and wills

Save tax with trusts

We can advise on the setting up and running of:
  • Discretionary trusts
  • Accumulation and maintenance trusts for children
  • Interest in possession trusts

If you have more questions or need inheritance planning in Buckinghamshire, call David Griffiths & Co on

Share by: