Compliance

We arrange the preparation, completion and submission of our clients' Trust and Estate Tax Returns, including all relevant supplementary pages, and calculate their liabilities to tax. We keep our trustee and executor clients advised of all liabilities as and when they arise and in good time to ensure that these are all settled on time. We prepare any necessary elections and claims on trustees' and executors' behalf and deal with all of their tax-related enquiries and correspondence.

Planning

As well as arranging and maintaining our trustee and executor clients' general tax affairs, we are constantly monitoring their liabilities with a view to providing tax-efficient solutions which will reduce their overall liabilities. We consider all areas such as capital gains tax, income tax and inheritance tax. We believe that an ongoing and overall review should be undertaken at all times to ensure that any areas where savings can be made are not overlooked.

We are continuously reviewing our trustee and executor clients' affairs at all points throughout the tax calendar, looking at all options and avenues available to make savings in terms of tax.

In particular, we carry out a systematic review of any beneficiaries' potential liabilities to tax in conjunction with those of their trustees or executors, thus ensuring that the administration of any trust or estate is carried out in the most tax-efficient and beneficial manner for all parties concerned.