We provide outsourced trust, tax and estate services to solicitors, accountants and charities.
Our white labelling solution could help contain your staff costs, or free up existing fee earners to concentrate on your client-facing work. With more time to get other jobs completed and billed, without the additional worry of missing key dates, risk can be properly managed and matters can move faster.
We look after a bank containing hundreds of outsourced trusts and can offer as much or as little as needed. We always agree a fixed fee with you before conducting work. We can help you by:
- Preparing trust accounts, using your branding
- Drafting tax returns and submitting them electronically
- Completing inheritance tax accounts
- Providing client-ready covering letters
- Highlighting strategic points
- Proactively working with you
To find out more about outsourcing and what we can do for you, call us on 01458 254310 or email firstname.lastname@example.org