Will a minimum wage rise trigger unexpected student loan repayments?
11 February 2025
Trusts are a vehicle which can be used for a variety of reasons, including:
The flexibility available to those setting up trusts has made them a very popular method of wealth planning for centuries!
Our specialist tax team, led by James Bannister, provide this service to a variety of trusts in all shapes and sizes.
We can assess how and if a trust is best suited to your circumstances and help you get everything up and running. This can include advising on what assets to place in trust in order to maximise inheritance tax exemptions available to you while ensuring your aims and desires are kept at the forefront of all planning.
Our dedicated trust team can be as hands on as you require. This could include preparing accounts and tax returns on an annual basis but also can comprise day-to-day administration including, but not limited to:
The Director’s act as trustees on a number of trusts so you can be assured that they have a personal as well as professional commitment to ensuring the trust runs smoothly.
We will calculate and advise on income, capital gains and inheritance tax payable using our trust-specific software. We shall advise on amounts payable and report these amounts to HM Revenue & Customs.
11 February 2025
11 February 2025
11 February 2025
11 February 2025
11 February 2025
11 February 2025
16 January 2025
16 January 2025
16 January 2025
16 January 2025
16 January 2025
16 January 2025
Have a question? Contact us and a member of our team will get back to you.