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Trust and Estate Tax

Trust compliance and advice

We offer a well rounded tax advisory and tax compliance service both to trustees or beneficiaries of an existing trust and to individuals wishing to set up a trust. We work with professional and private trustees to assist them with their tax compliance and administrative obligations. 

  

Our trust services include:
 

  • Advising on establishing a trust.
  • Preparation of accounts – interim, annual, simple and/or complex.
  • Completion and submission of trust tax returns and inheritance tax returns.
  • Advising on payments of tax due to HMRC.
  • Liaising with third parties such as investment managers, banks, property managers and solicitors.
  • Reconciling investment portfolios.
  • Preparing trustee resolutions.
  • Attending trustee meetings and preparing minutes.
  • Assisting with a settlor and/or a beneficiary’s tax affairs.

We relieve trustees of the administrative burden associated with their trust’s affairs. Our friendly, approachable Trust accountants have extensive experience in trust administration, tax and accounting, ensuring that your affairs are handled efficiently and effectively. 


We take the time to understand you and your family circumstances and financial arrangements, and will then advise you as to the most appropriate Trusts or structures for your situation. 


Inheritance tax and estate advice

We provide practical inheritance tax advice for UK domiciled individuals or non-domiciled individuals with assets in the UK. Our services include:
 

  • Advising on inheritance tax matters
  • Assisting  in the planning required to make lifetime gifts, whether out of income or  capital
  • Ensuring  efficient use of the spouse exemption and transferable nil rate bands
  • Ensuring that you qualify for any available reliefs or exemptions, such as business property relief or agricultural property relief
  • Facilitating the establishment of trusts
  • Advising on and coordinating trust reorganisations

We can ensure that your inheritance tax issues are fully dealt with and effectively.