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Trusts and Executorships

• Preparation of accounts for trusts and estates
• Self Assessment for trusts and tstates
• Administrative assistance and document preparation for trustees
• Tax planning
• Group pension schemes

We deal with a range of trusts from small investment or property trusts, to larger trusts holding an interest in a family land-holding, business, or private company.  Offering tailored assistance to the trustees, we help them to ensure that they fulfill their statutory duties and optimise the position of their beneficiaries. 

We can help at all stages, from setting up the trust or planning a trust in a will, to providing assistance with everyday duties of accounting for the trust's income and reporting to HM Revenue & Customs.  We can also help with winding-down a trust, ensuring that careful attention is given to the distribution of the assets and the administrative requirements.

Where tax planning is a consideration, whether for business or investment purposes, we can provide advice on the most suitable form of trust and structure the trust's transactions in the simplest and most tax efficient manner.  We can advise on the suitability of trusts as a tool for Inheritance Tax planning, and on the impact of legislation changes to plans being made or already in place.

Trusts are often considered for non-tax reasons.  They can also be useful for:

• Providing funds for your children's education, maintenance, etc.
• Restricting access to property by future beneficiaries
• Providing for people who are mentally or otherwise incapacitated
• Gifting to charity

We strive to work in partnership with you to understand your circumstances, your objectives and your requirements to ensure that we find a solution that will work for you.

We also handle many estates both small and large, giving support and guidance to executors, preparing accounts and returns and helping to ensure that all legal requirements are met.  Acting as an executor can be a complex and daunting task.  Our calm approach will help to keep matters as clear and straightforward as possible, whilst  a strong working relationship with you means that we can ensure that our advice is timely and appropriate to your situation.