A progressive, South West based accountancy practice

Avoiding mistakes

Sometimes you save money by not doing (the wrong) things. Steve met with a lady who has been appointed a trustee of her mother’s new trust. She needed guidance on who were the beneficiaries, so she could avoid making payments to the wrong people and incurring personal liability for her mistakes.

Steve was able to explain the difference between trustees and beneficiaries, so now she can manage the trust with confidence.