Carol Whitehouse
carolwhitehouse@shawtax.co.uk

Read more about Carol

Julia Rosenbloom

juliarosenbloom@shawtax.co.uk

Read more about Julia




The advice Shaws give you is highly detailed and very specific. So we need to understand as much as possible about you and your family’s situation and plans before we can really get to grips with the best way to advise you.

And of course, you need to get to know us too. We would hope to arrange a highly detailed briefing meeting with you to get started. From then on you will always have a personal contact who knows your affairs inside out and is answerable directly to you.

Shaws can act as the corporate trustee of the fund, taking over legal responsibilities and handling administration and bringing an independent view to its management. But in addition we are able to offer expert advice on the setting up of the fund itself and any other related taxation issues along the way. Naturally, our trust administration services maintain proper accounting records and produce annual reports. And because we manage large numbers of trusts, we can often achieve higher interest rates for clients for monies held on call or on notice.

The depth of expertise at Shaws is crucial to our effectiveness. We have a team dedicated to working on a large number of UK family trusts who are constantly up to date with all the latest rules and regulations.

Dealing with Trusts may be complicated, but dealing with Shaws is not. The firm is committed to being both approachable and effective.

You will get an individual service from a single point of contact who will listen to you, understand your personal needs and deliver advice in a clear and straightforward way.

When we manage your fund you will always know exactly what is going on.

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