The use of trusts can offer solutions for protecting wealth and passing estates down the generations whilst maintaining control over family assets.

Our specialist Trust and Estate team provides a full range of compliance and advisory services to several hundred trusts and estates of varying sizes and assets.

Services we offer include:

•  Preparation of self-assessment tax returns, capital gains tax returns, beneficiaries tax certificates and inheritance tax accounts for UK and offshore trusts.

• Preparation of trust accounts

• Advice on tax implications of trust formation, reorganisation involving breaking trusts

• Inheritance tax and capital gains tax advice

• Registration of trusts and estates on HM Revenue & Customs’ Trust Register

• Reporting an estate’s tax liabilities under formal or informal procedures

Trusts and Estates Contacts

If you require further information or assistance or would like to discuss your requirements please contact