Expert trust advice to protect wealth across generations
Trusts can play an important role in protecting family wealth, supporting future generations and helping individuals achieve their long term financial objectives. However, the rules surrounding trusts, inheritance tax and estate administration are increasingly complex, creating significant responsibilities for trustees and executors.
Our specialist trusts team provides practical, proactive advice to help you navigate these obligations with confidence. Whether you are establishing a new trust, acting as a trustee, administering an estate or seeking guidance on distributions to beneficiaries, we work alongside you to ensure that all compliance requirements are met while supporting your wider succession and wealth planning goals.
By combining technical expertise with a personal approach, we help individuals and families manage trusts efficiently and effectively.
Our specialist team can help by offering a wide range of services and innovative ways of working. We deal with all aspects of trusts and estate planning, including:
Managing a trust or administering an estate can be time consuming and technically demanding. Trustees and executors are responsible for ensuring that legal and tax obligations are met, and errors can result in unnecessary costs and implications.
Our dedicated specialists work closely with you to provide practical solutions and ongoing support. We take the time to understand your family’s circumstances and objectives, helping you make informed decisions that protect wealth and provide peace of mind.
Tax Adviser
Scott is a Tax Adviser based in our Colchester office.
Senior Tax Adviser
Helen joined the private client tax team at Scrutton Bland in March 2026.
Private Client Tax Director
Neil is a Private Client Tax Director based in our Norwich office.
Senior Tax Adviser
Emma is a Senior Tax Advisor supporting private clients with all aspects of their personal tax affairs.
Senior Tax Adviser
Kate specialises in dealing with the tax affairs of high-net-worth individuals and their families. Including Personal Tax returns and advice, Capital Gains Tax returns and Trust and Estates compliance
Tax Adviser
Sterling supports high net worth individuals with tax returns and tax planning. Specialising in Personal Tax Returns, Capital Gains Tax, Personal Tax Advice.
VAT Manager
Paula is our VAT Manager in our Ipswich and Bury St Edmunds offices and oversees our VAT advisory offering.
Private Client Tax Partner
Paul is a Private Client Tax Partner focused on serving central East Anglia from our Bury St Edmunds office.
Tax Adviser
Tyler works in our tax team in Colchester.
Private Client Tax Partner
Simon specialises in advising High Net Worth Individuals with their personal tax affairs.
Tax Assistant Manager
Chris works within our Private Client Tax Department across our Ipswich and Bury St Edmunds offices.
Tax Advisory Partner
Sam is a Tax Advisory Partner, based in our Colchester office.
Senior Tax Adviser
Joy is a member of the Tax Advisory Team, specialising in assisting businesses with post-Brexit regulations.
Tax Advisory Partner
Chris oversees the provision of advice to businesses covering tax planning.
Senior Tax Adviser
Sam is a member of the tax advisory team specialising in personal tax.
Senior Tax Adviser
David is a Senior Tax Adviser with expertise in UK and non-UK tax residency rules.
Corporation Tax Manager
Robert oversees all Corporation Tax compliance work undertaken across Scrutton Bland.
Private Client Tax Partner
Graham is one of our Private Client Tax Partners working from our Colchester office.
Managing Partner
Jason specialises in business, corporate and personal taxation.
At Scrutton Bland, you’ll always have at least two points of contact, so that you can get in touch with the team and receive the highest level of service.
Whether you require assistance with trust administration, trust tax returns, inheritance tax matters or estate administration, our experienced team is here to help.
Get in touch to discuss how we can support you and your family.
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