Services for personal clients
Trusts and estates
Trusts are a frequently used as a wealth-management vehicle. Although
they are often seen as only for the very rich, they can vary widely – from
trusts with a small investment portfolio to complex trusts, involving large
land and property holdings – and act as a useful tool to protect
assets to be handed on to future generations in a tax-efficient way.
Our trust team has extensive experience in advising clients on accounting
issues relating to trusts and deceased estates and achieving maximum tax-efficiency,
which involves reorganising assets to make use of capital gains tax reliefs
or disposing of some interests and making new investments in others.
Clients not only value our expertise in compliance services but welcome
the way we clarify the very complex legal and tax rules surrounding trusts.
We can advise on:
- Compliance services including
- annual trust accounting
- capital gains tax calculations
- calculation of available distributions
- inheritance tax reporting and calculations
- tax returns and related tax administration
- capital gains tax deferral using trusts
- inheritance tax mitigation using trusts
- protecting assets for and from future generations using trusts
- trust distribution planning to minimise income tax
- use of trusts to accelerate capital gains tax relief
- using trusts to secure inheritance tax reliefs.
For more information on how we can help you, please contact
us.
