Trustees Services

Fixed

Fee

Advice

Our STEP qualified advisers have unrivalled experience in managing a large number of private and family trusts, dealing with their day-to-day management and other issues which can arise including:

 

  • producing annual trust accounts 

  • completing and lodging annual trust Tax Returns including payments on account of tax

  • dealing with Inheritance Tax events such as appointments of capital.

  • day to day book keeping such as recording entries of income and capital events

  • liaising with other professional advisors on behalf of trustees or beneficiaries regarding trust assets (e.g. property managers, investment advisors)

  • liaising with beneficiaries on behalf of trustees on matters such as income or capital distributions, providing certificates of deduction of tax and income schedules

  • advising the trustees on the rapidly changing legislation governing trusts such as the annual Finance Acts.

 

We also offer Executor and Personal Representative services.

Resource:

Trusts Explained - click here

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Get in touch...

Call 0800 772 3911

 

GTS | the tax return company

Call FREE 0800 772 3911

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