Trusts & Estates
Trusts and estates come with complex tax obligations, including income tax, capital gains tax, and inheritance tax. Our specialised services ensure your trust and estate affairs are managed efficiently, accurately, and in full compliance with HMRC regulations, helping you minimise liabilities and protect assets for beneficiaries.
What We Offer
Our trusts and estates services are tailored to meet your personal and family goals:
Guidance on Trust Tax Implications
Expert advice on the income tax, capital gains tax, and inheritance tax considerations when establishing a trust. We help all parties understand the immediate and long-term tax effects.
Trust & Estate Accounts Preparation
Preparation of annual and interim accounts for all types of trusts and estates, complete with thorough documentation to meet HMRC requirements and ensure transparency for trustees.
Ongoing Advisory Support
Reviewing and updating trust arrangements and estate plans to reflect changing circumstances or legislation.
Tax Planning & Compliance
Full support with trust self-assessment returns, concluding a deceased person’s tax affairs, managing estate income distributions, and providing inheritance tax planning advice.
Estate Planning & Distribution Strategies
Practical strategies to reduce future inheritance tax liabilities and ensure that assets are distributed efficiently and in line with your intentions.
Why Choose Surrey Hills Tax?
Managing trusts and estates can be complex, but with professional guidance, you can secure your wealth and legacy:
We ensure your trusts and estates are structured efficiently and in line with your wishes.
We provide clarity and support for executors and beneficiaries throughout the process.
We help reduce tax exposure while complying fully with HMRC requirements.
Ready to protect your legacy?
Protect your family, your assets, and your legacy. Contact us today for personalised advice on trusts and estates, and ensure your wealth is managed according to your intentions.