Managing trusts and navigating an increasingly complex tax system can be time consuming and daunting.
Generations of families and businesses have relied on our expert team of specialists to relieve them of the burden of trust management and tax compliance.
Our Trust & Tax Management practice can help you to protect your assets and pass on your wealth to the next generation tax efficiently, and in the way that best suits your circumstances.
The tax compliance and trust management team looks after the accounting, taxation and administration aspects of running different kinds of trusts, charities and other structures, including family investment companies.
We provide a personal tax advisory and compliance service across Kent, the South East and nationally, assisting trustees, beneficiaries and other individuals with their income, property and capital gains tax needs.
Our team also works to manage inheritance tax reporting for periodic charges, exits and other events, and to support executors in the preparation of estate accounts and tax returns for estates.
Key clients include:
- People creating trusts (settlors), charities and family investment companies
- Trustees and executors
- Family offices
- Beneficiaries and other individuals with private wealth
- Business owners
- Property owners and landlords (including non-resident landlords)
- Non-UK resident and non-UK domiciled individuals with reporting requirements in the UK.
As part of a full service law firm, we can call on expertise from our Wills, Estate & Tax Planning, Probate, Will, Trust & Estate Disputes and Family teams as needed.