Advice for trusts and estate planning

Dealing with the tax surrounding trusts and estates is complex. In order to address personal and family needs whilst at the same time maximising potential tax planning benefits, there are a variety of structures which can be used.

Chief amongst these, in the UK at least, is a family trust. Our knowledge of the tax rules concerning trusts and estates is wide ranging and we are able to advise on situations where a trust may prove beneficial, including assistance in establishing and running a trust, and dealing with all compliance requirements.

We are also able to deal with the tax complexities surrounding estates, including accounting and tax requirements, through to obtaining Grant of Probate and dealing with estate distribution cost effectively.

trusts and estates

What our trust and estate services cover

Preparation of trust and estate accounts

We can prepare trust and estates annual accounts with supporting documentation. Where the administration period of the estate is complex, we prepare interim accounts as required.

Taxation of trusts and estates

We offer a range of tax services to help in complicated tax matters, including: 

Our clients

Trusted by businesses and individuals across Surrey and the South East

An invaluable partner by your side
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Amira Yehia Director

Our accounts in safe hands
We get on with our business, knowing that our accounts and book-keeping are in very safe hands



Helen Francis Director

Helpful, friendly and jargon free
They are helpful, friendly and jargon free. We have much better control of the business



Trish Carver Director

  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey

Book a free consultation

Book a free consultation to get clear, practical advice tailored to your situation.

We support clients across Surrey and the South East, including Weybridge, Guildford, Woking and Kingston.

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