Trusts and estates

Would you like expert help to protect your wealth and secure your family’s financial future?

We work together with individuals, their families and their professional advisors to help understand their requirements and to give bespoke tax planning advice to help achieve their goals, aims and objectives.

Trusts, estate planning and dealing with a deceased’s affairs are key areas for our clients and a central part of our tax offering. The increasingly complex tax regimes for trusts, the financial implications of estate planning and the complexities of dealing with a deceased’s estate administration and probate demand specialist expertise.

We have invested in developing that expertise to ensure that clients benefit from the best possible advice in this critical area to give peace of mind to the family and Executors. Being specialists in this area enables us to deal efficiently and sympathetically with a deceased’s estate.

Knowing Trusts and Estates – our services

Bespoke Estate and Inheritance Tax Planning

Working with families to understand their inheritance tax exposure and to help pass wealth on tax efficiently whilst ensuring they maintain some control

Will planning and review of existing Wills and Powers of Attorney ensuring that these meet clients aims

Tax efficient use of all allowances, exemptions and reliefs e.g. APR, BPR, spouse exemption, transferable Inheritance tax nil rate band, regular gifts out of income etc.

Working closely with our in-house Financial Planning team to offer a full wealth management service and to assist with the planning

Trusts

Tax efficient trust formation and planning

Acting as a Trustee, including through our Trustee Company if preferred

Trust administration including preparation of accounts, self assessment tax and inheritance tax returns and dealing with Trust Registration Service (TRS), Common reporting Standard (CRS) and other regulations

Court of Protection deputyships and small family charitable trusts

Providing share valuation services for assets going into and leaving trusts

Deceased estates and Probate

Assisting the Executors and meeting them to discuss the estate, probate and administration

Providing share valuations for private company shares

Preparing inheritance tax forms and arranging for tax to be paid by the due date

Arranging for the grant of probate to be obtained

Administration of the estate including collecting the assets, settling liabilities and distribution of the estate per the deceased’s will in a tax efficient manner

Advice on a Deed of Variation where appropriate

Preparing accounts and tax returns for the executors

Providing tax advice for the beneficiaries of the estate

STEP membership

With practitioners throughout the firm having full STEP membership, known as TEPs, we have internationally recognised experts in their field, with proven qualifications and experience, available.

To learn more about STEP – a global professional association for practitioners who specialise in family inheritance and succession planning – please click here.

We’re proud that our services have been recognised in a competitive industry and in 2016 we were delighted to be announced winner in the Trusts & Estates Advisory Firm of the Year in England category at the Corporate INTL Magazine 2016 Global Awards.

Want to learn more about how we can help?