Managing Trusts & Tax

Managing trusts and navigating an increasingly complex tax system can be time consuming and daunting.

Generations of families and businesses have relied on our expert team of specialists to relieve them of the burden of trust management and tax compliance.

Our Trust & Tax Management practice can help you to protect your assets and pass on your wealth to the next generation tax efficiently, and in the way that best suits your circumstances.

The tax compliance and trust management team looks after the accounting, taxation and administration aspects of running different kinds of trusts, charities and other structures, including family investment companies.

We provide a personal tax advisory and compliance service across Kent, the South East and nationally, assisting trustees, beneficiaries and other individuals with their income, property and capital gains tax needs.

Our team also works to manage inheritance tax reporting for periodic charges, exits and other events, and to support executors in the preparation of estate accounts and tax returns for estates.

Key clients include:

• People creating trusts (settlors), charities and family investment companies
• Trustees and executors
• Family offices
• Beneficiaries and other individuals with private wealth
• Business owners
• Property owners and landlords (including non-resident landlords)
• Non-UK resident and non-UK domiciled individuals with reporting requirements in the UK.

As part of a full service law firm, we can call on expertise from our Wills, Estate & Tax Planning, Probate, Will, Trust & Estate Disputes and Family teams as needed.

Tax compliance is becoming increasingly challenging and complex, with an ongoing move towards greater digitalisation and transparency.

Having access to professional, expert support with tax compliance can help save you time, money and offer peace of mind that your affairs are in order and up to date with the latest legislation.

Our experienced team of specialists includes chartered tax advisers, chartered accountants and affiliates of the Society of Trusts and Estates Practitioners (STEP). We provide personal tax advice across Kent, the South East and nationally.

To learn more about how we can help, visit our dedicated personal tax compliance page.

Expert trust management can help ensure wealth is preserved for the next generation.

It is human nature to want to protect and pass on your wealth. Trusts are a useful structure to do this, but the successful use of trusts requires effective management. Correctly managing a trust can be complex and time consuming, but by working with our experts, you can rest assured that everything will be taken care of.

Our tax compliance and trust management specialists work across Kent, the South East and nationally and have extensive experience of administering a wide range of family trusts, foundations, charitable trusts and family investment companies, covering many different types of asset class.

Visit our dedicated trust management & tax compliance page for further information.

Property owners, from those with multiple homes in the UK and abroad to residential and commercial landlords with property portfolios of all sizes, need practical, expert advice and support on the various tax implications of buying, selling and owning property.

Our property tax specialists have extensive experience in offering advice and support in relation to:

• Annual Enveloped Dwellings Tax (ATED)
• Capital Gains Tax (CGT)
• Capital Gains Tax on UK Property accounts and returns
• Tax reliefs and elections on second or additional homes
• Claiming main residence relief
• Selling land or part of your garden
• Selling a property you lived in or let out abroad
• Buy to let and property portfolios
• Income tax for property investors and developers
• Where appropriate, registration on HMRC’s trust registration service and ongoing maintenance of the register
• Tax reliefs and allowances for property owners.

You can find additional information on our property tax compliance page.