Trusts and Executorships

We provide advice on the tax issues associated with the creation, periodic charges and tax costs on distributions of assets on exit from a Trust.

Trusts can be created for asset protection as well as inheritance tax planning and we would be happy to assist you in your tax planning needs.

We can assist you both in the creation and the administration of Trust. We provide advice on the tax issues associated with the creation, periodic charges and tax costs on distributions of assets on exit from a Trust.

Our services include:

Advice on trusts for wealth protection and Inheritance Tax planning
Advice on the taxation issues on creation, exits and the IHT periodic charges
Preparation of trust returns and accounts.

If you are a Trustee we can assist you in both compliance and planning issues for your Trust. We can prepare Trust accounts, advise on the production of minutes to record decisions made by the Trustees, Trust self assessment returns and assist you in the preparation of forms R185 when distributions are made to beneficiaries. We can also advise on distribution policies in order to maximise the tax pool.

Do you have any questions for us?

Simply get in touch and the relevant team member will get back to you asap.

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Trusts and Executorships