Trust Tax
New Trusts and the ongoing maintenance and compliance of existing Trusts
Trusts can serve as a powerful tool for transferring assets to designated beneficiaries in a tax-efficient and secure manner. They are designed to guarantee that your chosen beneficiaries receive the assets, and can also provide safeguarding for younger or vulnerable beneficiaries who may lack the ability to manage substantial wealth independently. Additionally, trusts can offer asset protection in situations where there are worries about asset or wealth dilution due to marriage or divorce.
'Trusts are designed to guarantee that your chosen beneficiaries receive the assets, in a tax efficient and secure manner'
At England & Company, we offer expert support in preparing Trust accounts and tax returns, along with providing guidance on utilising Trusts for inheritance tax planning and as a tax-efficient method of transferring wealth to future generations.
Working closely with specialist legal and financial advisors, we can assist with both the creation of new Trusts, and the ongoing maintenance and compliance of existing Trusts.
We possess expertise in handling tax issues related to the Estate of deceased individuals, guaranteeing full tax compliance during this challenging period.
ENGLAND & COMPANY
CHARTERED CERTIFIED ACCOUNTANTS
7 & 8 Church Street
Wimborne, Dorset BH21 1JH
T: 01202 880 384
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Company info
Company Registration Number: 4521252
Registered in England and Wales VAT: 798123494
England & Company is a trading name of Kynance Ltd, a company registered in England & Wales No. 4521252. Registered Office:- 7 & 8 Church Street, Wimborne, Dorset, BH21 1JH