- Preparation of trust accounts
- Preparation and submission of annual trust tax returns
- Preparation and submission of inheritance tax forms in respect of 10-year anniversaries and exits from relevant property trusts
- Attending trustee’ meetings
- Preparation and submission of inheritance tax forms on an individual’s death
- Assistance with the calculation of income and gains for non-UK resident trusts for the purpose of analysing distributions made to UK resident beneficiaries
- Providing UK trustee services both in a corporate and personal capacity
- Providing offshore corporate trustee services through our numerous contacts abroad
- Providing a full range of accounting services for offshore trusts including invoice payments, cash-flow management and bookkeeping
- Acting as an executor in respect of UK estates
Chartered Accountants and Business Advisors