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We have experienced trust and tax managers who can assist you with completion of estate accounts (perhaps where the probate has been dealt with personally and a formal set of accounts is required for the beneficiaries).

This is a useful way of ensuring that the estate has been fully administered, with all assets collected in and all liabilities paid. We can also help you ensure that all tax has been correctly paid

Following recent changes in the law the taxation of trusts can be very complicated with quite stringent penalties if the tax returns are late or incorrect or an incorrect amount of tax has been paid. We will complete the annual trust accounts and tax returns, calculate the tax due, prepare any tax deduction certificates required in respect of distributions to beneficiaries and liaise with HM Revenue & Customs on your behalf.

Contact our Trusts & Estates Solicitors Wokingham, Reading, Berkshire & Across Thames Valley Today

Our solicitors at Clifton Ingram can advise you on all aspects of Trust and Estate Accounting and Tax Management. We are a proactive and down-to-earth team of highly experienced solicitors; bringing a high quality and professional service to your local area. We regularly advise clients in Wokingham and Reading and across all of Berkshire and the surrounding areas including Bracknell, Theale, Henley, Ascot, Crowthorne, Maidenhead, Camberley, Farnborough and Windsor. Speak to one of our team today to see how we can help on 0118 978 0099. Our solicitors will move fast to find a solution personal to you.

Peter McGeown

Peter McGeown

Partner, Head of Wills & Inheritance

Contact Peter
Stephanie Rose

Stephanie Rose

Partner, Wills & Inheritance

Contact Stephanie

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Absolutely exemplary service – so professional and helpful. Would unhesitatingly recommend you to anyone – thank you.

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