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Services >
 Trusts & Estates
Trusts have been a part of the UK legal and tax system for many years.They enable assets to be given away without there necessarily being a loss of control. Much tax legislation and case law has evolved over time and an up to date understanding of this complex area is essential if individuals are to take advantage of the legal and taxation advantages which can be afforded by the use of trusts. We act for a large number of trusts and family estates.With our experience coupled with our 360° approach,we are uniquely placed to provide the right advice for you.
Who we work with
We work for individuals with high net worth, both in relation to the use of trusts for reasons of protection and for tax planning, including the mitigation of Inheritance Tax. We work with trustees of existing trusts, of all types. We work with the personal representatives of the estates of deceased persons.
What we do
We provide advice to individuals on the use of trusts, in order to protect family assets and in order to mitigate tax liabilities, including inheritance tax.
We provide compliance services to trustees of all types of trust, including the annual preparation of trust accounts and tax returns and in dealing with other compliance requirements such as the completion of Inheritance Tax Accounts.
We provide compliance services to the personal representatives of deceased persons, including the preparation of estate accounts and tax returns and inheritance tax accounts.
We also work with lawyers to assist them with their work in these areas.
The benefits to Trustees and Personal Representatives
To be a trustee or a personal representative is a serious responsibility carrying with it obligations to comply with many legal requirements. As well as having a clear understanding of the issues which face you as a trustee or personal representative we are able to help with your compliance obligations by ensuring that accounts and tax returns are dealt with correctly and on time.
We are able to provide advice to individuals on the use of trusts for reasons of family protection and tax planning and to advise on your own unique family circumstances.
What next?
Why not call us to discuss your particular needs and let us demonstrate to you our expertise and willingness to help you in dealing with the important opportunities afforded by the proper use of trusts and in the efficient management of estates.
Require more information?
If you would like more information or would like to ask us a question then call us on 024 7625 7481. To ask us a question online click here.
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