Trusts
OUR TRUST SERVICE:
You can save a significant amount of money and optimise its allocation with our trust accounting services.
Managing the financial activities of a trust is not as simple as it seems. We are here to help you control all kinds of accounting issues that your trust may have. This also helps your trust to upgrade its reputation in long-term, appealing influential donors.
A trust is best used as part of the overall planning for a family’s affairs. We can help you choose and operate a trust so that it meets your family’s needs and make sure that all the reporting is done correctly. If you have an existing trust, we can assist with its administration.
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HOW OUR TRUST SERVICE CAN HELP YOU:
- Advice on the suitability of a trust structure according to unique requirements and family circumstances
- The administration, accounting and taxation reporting for existing trusts, including tax returns and Inheritance Tax (IHT) returns
- Advice in relation to Capital Gains Tax for the disposal of trust assets and planning regarding the appointment of trust assets to beneficiaries
- IHT consequences of setting up a trust, ten year anniversary reporting and exit charges in relation to the capital distributions to a beneficiary
- Reviewing the ongoing effectiveness of a trust created through a will and assisting the family of the deceased with a future strategy
- Advice and planning regarding how to wind up an existing trust that has come to the end of its usefulness in the context of the wider family