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UK Trust and Estate Tax

Trust and Estate Services in Peterborough

Odiri Tax Consultants and Accountants 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 from our office in Peterborough. 


We work with professional and private trustees to assist them with their tax compliance and administrative obligations. 

  

How we can help

  

The services which we offer clients in the area of UK trusts include:

  • Advising clients on the suitability of a trust structure according to their unique requirements and family circumstances
  • The administration, accounting and taxation reporting for existing trusts including tax returns and Inheritance Tax  (IHT) returns
  • Advice in relation to Capital Gains Tax for the disposal of trust assets and planning regarding the appointment of  trust assets to beneficiaries
  • IHT consequences of setting up a trust, ten year anniversary reporting and exit charges in relation to the capital  distributions to a beneficiary
  • Advice and planning regarding how to wind up an existing trust that has come to the end of its usefulness in the  context of the wider family 
  • Reconciling investment portfolios.
  • Assisting with a settlor and/or a beneficiary’s tax affairs.

Our friendly, approachable Trust accountants have extensive experience in UK 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 UK Trusts or structures for your situation. 


UK Estate Tax Services

Estate planning ensures that the financial affairs of the individual or family are dealt with as efficiently as possible and that Inheritance Tax (IHT) is minimised on death.


How we can help

Odiri Tax Consultants and Accountants advise clients on estate tax planning and the administration of an estate in Peterborough and around the UK. The services which we offer clients in this area include:

  • Advice on estate planning as part of a full review of financial affairs
  • Advice on IHT, IHT exempt gifts, charitable gifts and philanthropy
  • Administration of an estate when someone dies including how to plan and use CGT exemptions and the tax implications of appointing out  assets
  • Providing tax advice to beneficiaries of the estate


For further information about our trust and estate services, please contact us on 01733808075.