Trusts

Financial administration of trusts and estates can be a complex and time consuming affair.  Whether you are a professional trustee acting for a client, or acting in a personal capacity, we can help.

Trusts often contain shares in unquoted companies which require valuing for probate and other purposes. We have experience in preparing such valuations and in negotiating with the Shares Valuation Division of HMRC.

Our trust specialists can assist you with all aspects of trust administration from preparing annual accounts and trust self assessment tax returns to complex tax planning.

Trusts can also be of benefit when considering the handing down of shares in family companies. We can advise on flexible arrangements to ensure your business ends up where you want it to.

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