Trust Tax
Trust Tax & Estate Tax Advisory Services in the UK
At Odiri Tax Consultants, we provide comprehensive, HMRC-compliant trust tax and estate tax advisory services tailored to individuals, families, trustees, and wealth managers. Whether you’re establishing a new trust, managing existing trust obligations, or planning long-term asset protection, our expert team ensures your trust is structured and administered efficiently and tax-effectively.
Why Use a Trust?
Trusts are flexible legal arrangements that offer:
- Asset protection for vulnerable beneficiaries
- Inheritance Tax (IHT) advice
- Multigenerational wealth transfer
- Control over how and when assets are distributed
- But managing a trust isn’t simple — and that’s where we come in.
Why Clients Trust Our Trust & Estate Tax Advisory Services
At Odiri Tax Consultants, our reputation is built on expertise, integrity, and proven results. Here’s why clients across the UK rely on us for trusted advice in trust taxation and estate tax matters:
- Over 20 years’ experience advising individuals, family-run businesses, and private estates
- Fully qualified, HMRC-compliant professionals with in-depth knowledge of UK trust and estate tax legislation
- Recommended by solicitors, and accountants for our collaborative, solution-focused approach
- Personalised service with strategic, jargon-free advice tailored to your family’s financial goals and legacy plans
We don’t just process tax returns — we build long-standing relationships with clients who value discretion, clarity, and long-term tax efficiency.
Who We Support:
- Individual UK residents with family wealth
- Trustees managing discretionary or life interest trusts
- Executors dealing with probate and inheritance tax
- Families planning multigenerational wealth transfers
- Solicitors and accountants seeking expert tax collaboration
Our Comprehensive Trust & Estate Tax Services
At Odiri Tax Consultants, we provide a complete range of trust and estate tax solutions to help you manage, protect, and transfer wealth efficiently. Whether you’re a trustee, settlor, executor, or beneficiary, we ensure full HMRC compliance.
Trust Formation & Advisory
Establishing the right trust structure from the outset is crucial to protecting your assets and achieving your long-term goals. Our experts provide:
- Tailored advice on trust types – including discretionary trusts, life interest trusts, bare trusts, and charitable trusts
- guidance on trust deeds, letters of wishes, and trustee appointments to ensure your intentions are properly documented
- Tax advisory for residential and commercial property, investments, and trading businesses placed into trust
- Assistance with the formation of Family Investment Companies (FICs) as a flexible and alternative to traditional trusts
Trust Tax Returns & Annual Compliance
Trusts must meet strict HMRC reporting requirements. We ensure you remain fully compliant with all annual tax obligations.
Our services include:
- Completion and electronic filing of Self Assessment Trust Tax Returns (Form SA900)
- Preparation of Form R185 detailing trust income distributed to beneficiaries for their personal tax returns
- Preparation of full annual trust accounts to provide transparency and support audit or trustee reporting needs
- Stay ahead of deadlines and avoid penalties with our end-to-end trust compliance support.
Capital Gains Tax (CGT) on Trust Assets
Capital Gains Tax can arise when trust assets are sold, transferred, or revalued. We provide:
- Accurate CGT calculations on disposals of property, shares, and other trust-held assets
- Advice on exemptions and reliefs, including Private Residence Relief and Business Asset Disposal Relief
- timing of disposals to spread gains, make use of annual exempt amounts, or defer liabilities
Inheritance Tax (IHT) Advisory
Trusts play a vital role in reducing IHT liabilities and ensuring assets pass to future generations as intended. Our IHT services include:
- Comprehensive IHT review of using trusts and chargeable lifetime transfers
- Accurate calculation and reporting of periodic (10-year) charges, exit charges, and other relevant IHT events
- Preparation and submission of Form IHT100 and all supplementary schedules
- Application of key reliefs, including: Business Property Relief (BPR) and Agricultural Property Relief (APR)
Trust Registration & Anti-Money Laundering (AML) Compliance
HMRC now requires most trusts — whether taxable or not — to be registered under the Trust Registration Service (TRS). We help you:
- Register your trust with HMRC in accordance with 5th Money Laundering Directive (5MLD) rules
- Keep trust information updated and re-certified annually
- Ensure ongoing AML compliance and mitigate legal and reputational risks
- Avoid penalties and regulatory scrutiny by staying up to date with all trust registration obligations.
Estate Tax Advisory Services – Protecting Your Legacy
Estate tax planning is essential for reducing tax liabilities and preserving wealth for future generations. Our estate tax specialists work closely with individuals, families, and executors. We assist with:
IHT calculations and reporting following death or lifetime transfers
- Ensuring tax-efficient wills and trust structures are in place
- Identifying and applying relevant IHT exemptions and reliefs
- Advising executors during probate and estate administration
- Aligning lifetime gifting with estate goals and thresholds
Trusted by Families, Trustees & Legal Professionals
Whether you’re managing a single trust or multiple family estates, Odiri Tax Consultants offer reliable, discreet, and professional support. We’re trusted by solicitors, wealth managers, and private clients nationwide for our depth of knowledge and dedication to results.
