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