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