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Tax Planning
and Trust Funds

Helping you plan ahead with confidence.

Impartial estate planning advice

No matter how large or how modest, everyone has an estate and you will want to control how it is administered to the people or organisations you care most about. Our impartial estate planning advice can help you plan ahead with confidence in order to minimise the tax burden for your family and loved ones in the future.

We see estate planning as more than just inheritance tax advice. Our recommendations will take into account all of your investments, retirement and protection strategies so that your estate planning fits your goals in these areas.

We offer bespoke personal advice on all aspects of Trust and personal tax law:

• Tax planning – advice on how to avoid, postpone and/or reduce it
• UK and offshore tax advice
• Inheritance, Income and Capital Gains Tax advice
• Inheritance Tax returns

Trusts allow you to retain some degree of control over the assets or capital within it. We can help you to create the right Trust to protect your assets and help your beneficiaries, manage your new or existing Trust administration and can advise your trustees about their powers and duties. We also help trustees choose and check the performance of an investment adviser, prepare annual trust accounts and tax returns.

Call us on 0114 235 3500 or email us at for a free consultation to find out how we can help you.

Chartered Status

Our prestigious Chartered status shows we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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SOLLA Accredited Later Life Adviser

Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.

“Thank you for all your help and patience in assisting me with my finances. After the death of my husband, I did not know what to do with all the lawyers papers and am embarrassed to say I had no idea what it all meant. My husband used to deal with everything. You made sense of it all and I now feel that I have had a huge weight lifted off my shoulders. Thank you.”

Mrs L, Dore, Sheffield

“Just a quick note to say thank you for sorting out my various pension plans that I had accumulated over the years. I had lost track of what I should be doing and was surprised to see how poor the performance was of some of the older plans. Your report was very thorough. I now feel that I am on target for retiring at sixty-five. I would also like to thank your wonderful staff who were always helpful and attentive to me.”

Mr S, Bradway, Sheffield.

As a trustee of a final salary pension scheme, I was very dissatisfied with my previous pensioner trustees. My accountant recommended you and I am very happy to see that we are now receiving correspondence when we should.”

Mr C, Dronfield

“Having been the victim of an accident at work, my solicitor recommended that I speak with you. I received a substantial award for my injuries and I needed to ensure that the money would last me for the rest of my life. I cannot thank you enough for all your help and also for explaining things in such a way that I understood what we were doing and knowing we had considered all the options available.”

Mr B, Chesterfield