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Trusts and estate planning

Ensuring your estate is structured appropriately and tax efficiently.

We have a wealth of experience in supporting family Trusts and estates, assisting with all aspects of administration, structure, preparation of accounts and tax returns. We understand the issues that can arise and provide problem solving and advice on the UK tax position for both Trustees and beneficiaries.

We can help you:

  • set up and structure your estate or Trust appropriately
  • ensure you are compliant with your filing obligations and responsibilities
  • identify Inheritance Tax (IHT) or Capital Gains Tax (CGT) issues
  • handle an estate through probate ensuring intentions are met
  • with lifetime administration of your estate or Trust
  • hand over Trusts and estates to the next generation.
Download the brochure [pdf]

Inheritance Tax in a nutshell

How to protect your estate for future generations

Our comprehensive guide on Inheritance Tax outlines everything you need to know to protect your estate for future generations.

Read our insight

Download our Inheritance Tax: Top Tips brochure [pdf]

Inheritance Tax: Top tips

How to make your estate more Inheritance Tax efficient.

Read more

Webinar

Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.

Contact us

Richard Bull
Richard Bull
Partner, Private Clients
Midlands