Outsourcing of trust work
Our experienced trust team offer an efficient and proactive service to other professionals, helping them to meet the needs of their clients without undue strain on their own resources. The focus is on close working relationships and the timely delivery of a well-presented end product, whether dealing directly with the client or remaining in the background. We can help in particular with:
- The preparation of full and detailed Estate accounts in accordance with STEP guidelines and assistance with probate matters (including the valuation of unquoted shareholdings).
- Finalising the deceased’s tax affairs up to the date of death, including any necessary disclosures to and negotiations with HM Revenue & Customs.
- Assisting with the sale of private company shares and the winding up of businesses.
- The preparation of Trust accounts in accordance with STEP guidelines or, in the case of charitable trusts, in accordance with SORP 2005 and Charities Act requirements.
- The preparation and filing of Trust and Estate Tax Returns, the completion of tax deduction certificates, and a full tax advisory service for trustees, executors and beneficiaries.
- Full bookkeeping and administrative back-up.
If a long-term arrangement would help you to free up resources and focus on more profitable work, or if we can help on a one-off basis (for example, where the involvement of an experienced and independent accountant would help to protect your position), please go to the next step page to find your local trust specialist.
 top
|
 previousnext
|
