Trusts and estate planning
Ensuring your estate is structured appropriately and tax efficiently.
Anticipating your needs: we understand the issues that can arise and provide problem solving and advice on the UK tax position for both Trustees and beneficiaries.
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.
Our team can help you with:
- 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.
Inheritance Tax in a nutshell
Our comprehensive guide on IHT outlining everything you need to know to protect your estate for future generations.
Tax implications of Trusts
A Trust can provide flexible financial protection for those important to you, making sure that value passes to the people you want it to.
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Inheritance Tax calculator
Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.
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