Trusts & Estate Planning

Complex trust structures, simplified inheritance tax, minimized estate planning and clarified.
We have your best interest, and our experts could help you preserve your existing wealth within your family for both now and in the future. We bring financial expertise and knowledge of tax laws to ensure the smooth and efficient management of trusts and estates, safeguarding the assets and helping achieve the goals set forth in the estate planning process.

Our knowledge of the tax rules relating to trusts and estates is wide-ranging and we can advise on situations where a trust may prove beneficial, including assistance in establishing and running a trust, plus dealing with all compliance requirements. Here are some cost-effective ways in which we could help you with your trust and estate planning:

Assess your current financial situation
Review income, expenses, assets, and liabilities to understand the current financial position and identify potential tax implications.

Preparation of Trust and Estate Accounts
prepare annual accounts with supporting documentation for all types of trusts and estates; where the administration period of the estate is complex and lengthy, we will prepare interim accounts as required.

Tax-efficient strategies
Help minimize the tax burden on beneficiaries and the estate itself, ensuring that assets are transferred and distributed in a manner that optimizes tax benefits.

Trust Creation and Management
Assist in setting up various types of trusts, such as revocable trusts, irrevocable trusts, charitable trusts, and special needs trusts. Determine which type of trust suits your specific needs and ensure compliance with legal and tax requirements.

Estate Valuation
Value the assets within the estate, which is crucial for determining the estate's overall value. Accurate valuation is necessary for tax purposes, as well as for identifying any potential liquidity issues.

Distribution Planning
Work with estate planners and attorneys to devise an efficient and equitable distribution plan for assets among beneficiaries. We consider factors like individual financial needs, tax implications, and any conditions or restrictions attached to the assets.

Asset Protection
Help protect the assets within the trust by monitoring investments, evaluating risks, and advising on appropriate risk management strategies.

How we can help?

Our specialists will guide you and your company through every stage of the business life cycle, from start-up, through Series A and beyond. With various services under one roof, we work collaboratively with you to provide a one-stop-shop service for all your financial requirements.

Our financial service includes :

• Support in arranging corporate finance
• Management accounting and Outsourced bookkeeping
• Business valuations
• Preparing your financial statements
• Audit
• Reclaim R&D expenditure
• Corporation tax filings
• Sales Tax compliance
• Payroll services

Setting up a benefits structure and staff rewards system
You can focus on and grow your business by outsourcing your finance needs to our expert team.