Trust & estates planning

Tax planning & mitigation of IHT reliefs

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We are experts at maximising the tax benefits arising from tax planning, Business Property Relief, Agricultural Property Relief and Estate Planning. We can review your will to make recommendations to maximise the value of your estate. We can maximise your relief's for disposals, both deferrable and roll over.

Specialist services

Our partners have extensive experience of trust administration and management. We can assist and advise on trustees, types of trust, discretionary and life interests and expression of wishes

Compliance

We have a dedicated department for the administration  of  trust tax and can deal with IHT, Capital Gains Tax and Income Tax in relation to trusts. This includes the preparation of Trust Self Assessment Returns, Distribution Documentation and detailed computations, preparation of 10 Year anniversary and exit charges, chargeable transfers, and Deed of Variations. You will have access to a dedicated expert able to deal with any issues you may have.

Trust accounts

We can advise on and prepare on the preparation of  Trust  Accounts, Probate calculations, Trust Governance  and Deceased Estate Accounts.