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Piers Claessen

Head of Trusts


Private Wealth


Private Client, Trust Establishment, Management & Taxation, Trust & Probate Disputes

Piers has over 30 years' experience of advising trustees and beneficiaries on all aspects of the management of trusts, including accounting and taxation issues.


  • Preparing formal accounts for complex trusts and estates and producing financial statements for trustees and beneficiaries
  • Dealing with all tax issues arising on self assessment tax returns for trustees, beneficiaries and private individuals
  • Completing appropriate tax returns for trusts on the death of the life tenant, and dealing with Ten Year Anniversary charges and Exit charges for Discretionary Trusts
  • Completion of Trustees Investment Policy statements in accordance with the Trustee Act and assessing and monitoring investment performance against agreed benchmarks