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TRUST AND ESTATE SERVICES

Although estate planning can be complex, a strong future always needs careful planning. At Tusa & James, through a well-tailored plan, we assist individuals and families protect the financial future of the next generation.

We act as an objective guide and aim to ensure all possible scenarios are planned for. We offer professional advice, business solutions and ideas that are tailored to your needs.

Long-term planning
that makes a real difference

As your trusted adviser, we work closely with your legal advisers to ensure that all aspects of your estate are considered and an effective plan, tailored to your needs, is in place.

  1. Succession and estate planning
  2. Effective and tailored wealth structuring
  3. Tax planning and regulatory compliance
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Together, we can create an integrated plan for your wealth based on our proven strategies and your unique needs.

Providing and Protecting those we care about is something we all want to do

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We are confident that our team of Chartered Accountants will help your company grow.

Get in touch to explore all the ways our professional resources and accounting solutions will accommodate your need.

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