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We can help you protect value for future generations.

We understand that managing your wealth and looking after your financial affairs is important to you and providing prudent succession planning to protect your wealth is one of the pillars upon which DSG has built its reputation. We are able to provide specialist advice in respect of Inheritance Tax and estate planning, which may include the use of wills, trusts and powers of attorney.

As trusts are central to a lot of succession planning we deal with the administration of a large number of trusts and our advisers have a wealth of experience in dealing with the administration and compliance issues which trustees face and are therefore able to ensure a seamless service to you.

Individuals wishing to reduce exposure to capital taxation cannot afford to overlook the role played by family trusts, an essential tool in estate planning and wealth protection. Trusts provide excellent shelter for family capital, and can also give protection at times of marital breakdown.

We also have extensive experience in dealing with post death estate administration (probate) and have been able to assist many of our clients at a time when support and guidance is most needed.

Our experienced and friendly private client team is one of the largest in the region and will be only too happy to discuss your succession issues with you.

Trustee & Executorship Services

The role of a trustee or executor can be an onerous responsibility. We can share the burden by assisting you with our wide range of trusteeship and executorship services. We can provide a complete accounting, tax and administration solution tailored to meet your needs delivered by a team experienced in dealing with trusts and estates in many different situations.

For further information on how we can help please contact a member of the team.

Wills, Probate & Lasting Power of Attorney

We understand the importance of arranging your personal and financial affairs during your lifetime. Our team can help at each stage in the process, from making a Will, completing Lasting Powers of Attorney (LPA’s), to assisting with obtaining Probate and dealing with the Administration of the Estate.

For further information on how we can help please contact a member of the team.

Planning & Advisory

Sound tax planning can help in making provision for families and other dependents. Our job is to understand ever changing tax laws and apply them to your personal circumstances.

Our extensive experience and expertise in this area is widely recognised throughout the North West.

To ensure your needs are met with the most appropriate solutions we have also built strong relationships with some of the best legal practitioners working in this area.

Whether our advice is on an ad-hoc basis or part of a more structured life plan we are here to help.

For more information please contact a member of our team.

Wealth Protection

Our team have extensive experience in providing solutions to your needs for asset protection. These include trust planning and administration, tax and estate planning and the provision of professional trustees.

For further information on how we can help please contact a member of the team.

Compliance

Compliance obligations for trustees and executors are becoming increasingly demanding with the need to keep the various Government agencies informed and the penalties for failure to file correctly and timely can be significant.

Our experienced team provides a full compliance service for trusts, estates and charities, covering income tax, capital gains tax, inheritance tax, International tax compliance such as FATCA, the Common Reporting Standard (CRS), audit requirements, or completing HMRC’s Trust Register requirements.

We ensure filing obligations, deadlines and information reporting requirements are met, thereby reducing the risk of mistakes, investigations and penalties.

For further information on how we can help please contact a member of the team.

Our Services

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