Specialists in
Trust and
Tax Services

While trusts are an effective tax planning tool, the tax and accounting issues involved can be complex.

Moore Thompson’s trusts specialists can provide accounting assistance for any trusts or estates within your portfolio, with services including preparing annual tax returns, capital gains tax computations and inheritance tax returns, as well as estate accounts and accounts for the Court of Protection or in power of attorney cases

We also offer a fixed fee trust review service, designed to add value to the trust services you already provide and to reduce the risk of future litigation.

Based on information you supply, we will carry out a review of the trust and advise on the suitability of existing investments, the tax treatment and on whether costs associated with investments held in the trust could be reduced.

We understand that there may be times when you would value additional expertise to assist your clients on inheritance tax planning issues. We can provide expert advice to assist in maximising inheritance tax efficiency as part of a will or wider estate planning.

For further details or to arrange a free, no obligation meeting, please contact a member of our legal sector team.