Clifton Ingram

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.

Main Contacts

Peter McGeown
Head of Tax Planning, Wills & Probate
Peter McGeown

Partner and Head of Tax Planning, Wills & Probate Peter is a solicitor with over 30 years’ experience. He is Legal... read more »

Contact Peter McGeown:
petermcgeown@cliftoningram.co.uk
Stephanie Rose
Partner, Tax Planning, Wills & Probate
Stephanie Rose

Partner, Tax Planning, Wills & Probate Stephanie is a solicitor, specialising in Wills, probate and estate planning. She also has... read more »

Contact Stephanie Rose:
stephanierose@cliftoningram.co.uk