Trusts & estates

A range of services and preparation of trust accounts and tax returns.

We provide a range of services to trustees, personal representatives, and executors. We also prepare trust accounts and tax returns on behalf of solicitors, who find that outsourcing this work to us is a cost effective means of delivering these services to their clients.

In addition to our comprehensive range of compliance and business support services our specialist services for trusts and estates include:

  • Advising on the use of trusts for tax planning
  • Choosing the most appropriate trust structure
  • Registering the trust with HMRC
  • Working with your legal advisers to set up the trust
  • Preparing trust and estate accounts
  • Preparing trust and estate self-assessment tax returns
  • Acting as professional trustee

To find out more call us now on 01363 774593 or email

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