Trusts & Estates

Do you have a trust? Are you thinking of setting up a trust? Are you worried about inheritance tax?

If yes, We have the expertise to help you.

We have an experienced tax team who can:

  • Deal promptly and accurately with self assessment tax returns and accounts.
  • Prepare capital gain calculations and explain how to reduce this tax cost.
  • Complete inheritance tax returns.
  • Advise on how to reduce the inheritance tax paid by your estate.
  • Advise on trustee’s duties and on the transfer of assets out of a trust.

We have a team who act for trusts and estates, with many years experience.

The benefits are:

  • Proactive advice to help you make informed choices especially when the tax law changes
  • Trusts and estates that are structured tax efficiently
  • Reduces your tax costs by making the most of reliefs and elections