Trust & Estates
Trusts and estates represent a complex area where only true
specialist knowledge will suffice.
Our dedicated and enormously experienced team has the technical
wherewithal and professional insight to deliver sound advice across
an array of trust and estate situations.
We are particularly well placed to
assist trustees with difficulties in calculating tax liabilities,
completing tax forms ahead of deadlines, and preparing accounts, as
well as helping solicitors who have pressing legal matters to deal
with.
We also assist accountants who want
to maintain contact with their client, but do not have the
specialist expertise or time to cost-effectively complete Inland
Revenue-compliant annual accounts and income tax returns.
Our service
includes:
Trusts
- Annual accounts
- Income tax returns
- Income and capital gains tax computations
- Distributions to beneficiaries, including preparation of
related tax certificates (forms R185 / R185E)
- Day to day administration
Estates
- Accounts for the period of administration
- Ongoing annual accounts for will trusts
- Income tax returns for the period of administration
- Income and capital gains tax computations
- Estate administration - collection and distribution of
assets
Inheritance tax and estate planning
is a further area where are specialists use their expertise to add
value. As well as advising on the planning of wills and trusts,
some of our partners act as executors and trustees, while
continuing to advise families on financial matters.
We look after a wide variety of
trust situations including: life interest; discretionary;
accumulation and maintenance; charitable; and bare trusts.
For further information or to speak
to an advisor contact the team or send a quick
enquiry.