Trust & Estate Tax Returns

Expert Trust and Estate tax guidance to ensure compliance and optimise wealth.

Trusts are complex, each bringing unique tax challenges. At Tax Matters, we provide expert assistance in preparing and filing Trust and Estate tax returns, ensuring full compliance with HMRC regulations while promoting tax efficiency.

We support settlors, trustees, and beneficiaries with tailored advice on inheritance tax (IHT), capital gains tax (CGT) and succession planning. Working closely with legal experts, we offer a comprehensive service designed to meet your needs.

Whether managing an existing Trust or establishing a new one, we provide practical, bespoke advice to achieve your goals.

Contact us on 01442 828006 or info@taxmatters.tax to discuss your trust and estate tax needs.

  • Preparing self-assessment returns for trusts and estates, ensuring accurate reporting.

  • Advising on inheritance tax, including IHT returns for ten-year anniversaries and exit charges.

  • Providing strategic guidance to maximise tax efficiency.

  • Handling registration with HMRC’s Trust Registration Service.

  • Expert advice on complex trust structures and offshore trusts.

  • Reviewing trust deeds to identify potential issues.

  • Support with accounting and record-keeping.