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Trusts and Executorships

Trusts are a relatively easy and very tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax net. They are also a useful vehicle for longer-term tax planning by business owners looking to pass their business wealth on to the younger generation or key employees.

In addition to advising on the most suitable type of trust for your purposes and helping you set this up, we can provide a full range of accounting services, including:

  • outsourced bookkeeping
  • payment of bills
  • rent collection
  • annual accounts
  • tax returns for trusts and beneficiaries
  • inheritance tax returns
  • deduction certificates
  • annual review with you and your solicitor
  • tax-efficient extraction of trust income and capital
  • valuations of share for tax purposes

So whether you require a quick phone call to ensure the ongoing policies on your non-active trusts are appropriate or an annual meeting where there is ongoing income, Moore Thompson can help.

We have a strong knowledge of the taxation of trusts, including income and capital taxes. Furthermore, all work will be reviewed by a senior tax person with specialist trust knowledge, giving you the peace of mind that your affairs are in the safest of hands.

Our dedicated team can also advise you on the preparation of your will and, where appropriate, act as trustees or executors.

Additionally, MT Financial Management our financial services company, offers expert advice on investments tailored to meet trustees’ requirements to achieve income and/or capital growth.

For more information on any of these services, please contact us.

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