“Keystone Trust are gentlemen to deal with, easy and straightforward. They quietly get the job done with the minimum of fuss.”
Mr A Dunn, London
“We engaged Keystone to undertake a review of our family estate for IHT and CGT purposes, with the hope of structuring succession in a tax efficient way and minimising any tax liabilities arising. Having had a “complementary” review performed by other companies/banks in the past, we were expecting the same conclusions to be reached and no new recommendations or ideas. We could not have been more wrong.
Raj committed his time to fully understanding our parent’s situation and researching possible routes to take, clearly explaining each option and their consequences. His approach was nothing short of professional whilst addressing a sensitive subject matter and the recommendations far exceeded our expectations and opened our eyes to the many options available. We have already recommended the team to others and would not hesitate to do so further – great job guys”!
Pramod Mistry, London, Morgan Stanley
‘Commercial and client driven advice with a can-do personal service.’
Partner, Stone King LLP