Trusts & trust funds solicitors

Taxation of Trusts and Estates

If you are an executor or trustee, our tax advisors can assist you with ensuring any income and gains are correctly reported to HMRC.

A tailored service for executors and trustees

Our personal tax service will ensure that your needs as an executor and/or trustee are met. We provide a wide range of services including:

Estates:

• Review of the tax position for the period to date of death and administration period
• Tax returns for the period to date of death
• Estate tax returns
• Estate CGT returns
• Preparation of statements of residuary income
• Preparation of R185 Estate forms
• Registration of complex estates with HMRC
• Corresponding with HMRC on behalf of the executors

Trusts:

• Registering trusts with HMRC Trust Registration Service and maintaining the trust record
• Trust tax returns
• R40 Repayment Claims for beneficiaries
• Distributions to beneficiaries
• Preparation of R185 Trust forms
• Corresponding with HMRC on behalf of the trustees

If you are a trustee or executor and require assistance with any of the above, please do not hesitate to get in touch.