Pearson Jones’ Tax & Trust Department consists of a number of highly qualified and experienced individuals, giving us a wealth of technical knowledge and experience in all areas of taxation and trust planning which we believe is largely unrivalled elsewhere in the industry.

In a rapidly changing world the new challenge is to manage wealth in keeping with changing life circumstances.  This includes the use of sound tax, trust and estate planning to secure prosperity for both yourself and your family.

Our services include all aspects of tax planning for individuals which include Inheritance Tax planning (encompassing drafting Trusts, Wills and Powers of Attorney in-house), Capital Gains Tax (CGT) advice and the Income Tax advice inclusive of the preparation of Income Tax returns.  We are highly qualified in dealing with all aspects of probate and both death-bed (CGT) and post-death tax planning.

Through our Trust company, Pearson, Jones and Company (Trustees) Limited, we act as professional trustees overseeing the management, accountancy and taxation, administration and compliance issues for Trust assets in excess of £350m.  We advise the owners of family businesses; undertake independent share valuations required as a result of business reorganisation, divorce or death; presale or pre-retirement exit strategies, and acting as expert witness on litigation matters.

The Financial Services Authority does not regulate taxation and trust advice or legal advice.