Do you have a trust? Are you thinking of setting up a trust? Are you worried about inheritance tax?

If yes, Lerman Quaile have the expertise to help you.

We have an experienced tax team who can:

  • Deal promptly and accurately with self assessment tax returns and accounts.
  • Prepare capital gain calculations and explain how to reduce this tax cost.
  • Complete inheritance tax returns.
  • Advise on Wills and how to reduce the inheritance tax paid by your estate.
  • Advise on trustee’s duties and on the transfer of assets out of a trust.

We have a highly qualified team who act for trusts and estates, our team has many years experience and routinely deals with both onshore and offshore trusts.

The benefits are:

  • Proactive advice to help you make informed choices especially when the tax law changes
  • Trusts and estates that are structured tax efficiently
  • Reduces your tax costs by making the most of reliefs and elections

Get in touch now for a free consultation

Reasons to Choose Us

We are a well-established, forward-thinking firm of Chartered Accountants.
We visit clients at their business premises or homes at any time.
Our offices are based in Birkenhead with town centre offices with convenient car parking.
We have a wide and varied client list and offer services throughout the Wirral, Merseyside and beyond!
We provide a partner-led efficient yet personal service.
You are guaranteed access to the relevant partner and member of staff dealing with your affairs.

Get in Touch

Address
Lerman Quaile Limited
1 Mortimer Street
Birkenhead
Merseyside
CH41 5EU
Lerman Quaile Limited
Business Hours
Monday
9:00 am - 4:30 pm
Tuesday
9:00 am - 4:30 pm
Wednesday
9:00 am - 4:30 pm
Thursday
9:00 am - 4:30 pm
Friday
By Appointment
Contact Form

Please complete the form below, and a member of our team will respond as quickly as possible.