Reading Office: 0118 957 3425
Wokingham Office 0118 978 0099
Trust and Estate Accounting and Tax Management
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.
Head of Tax Planning, Wills & Probate