The administration of a trust, particularly dealing with HM Revenue & Customs, can be complex and onerous. We offer a comprehensive service, preparing trust tax returns and annual accounts, providing support to trustees and beneficiaries, and acting as a central point of contact for brokers, investment managers, accountants and land agents. By keeping a close eye on the internal affairs of our trusts, we are in a strong position to respond to the need for re-structuring over time as tax rules change.

Similarly, the responsibilities of personal representatives of deceased persons’ estates are heavy. We can relieve the administrative burden by liaising sensitively with family members, resolving lifetime taxation difficulties and complex valuation issues, and dealing with HM Revenue & Customs. We have a long experience of claiming business property and agricultural property reliefs against inheritance tax, and of advising on tax efficient post-death rearrangements of property.