Trusts & Estates

We offer a full range of services in handling Trust and Estate matters including filing Tax Returns and advising payments due to HM Revenue & Customs, Trust accounting together with all wider planning services relating to the complex area.

The use of Trusts in the complex UK tax system can be a minefield and we can work with you to assist in your wide objectives of tax planning through the use of Trusts.  These can provide mitigation of Inheritance Tax, be used to protect family assets after you have passed away and even to provide income streams to beneficiaries whom are not to have access to the underlying assets.

The UK tax regime sets a ten year charge based upon the value of Trust assets every ten years, together with entry and exit charges.  We are experienced in dealing with these matters and mitigating any exposure to tax, wherever possible.

Preparation of Trust and Estate Accounts is often needed to demonstrate good governance of the Trust and we are able to produce these for you to meet this requirement and need.

We are fully experiences in all these areas.

For further information on how we can help you, contact:

Jason Fayers
tel:       01473 259201
email: Jason Fayers

Graham Doubtfire
tel:       01206 838400
email: Graham Doubtfire