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Trust Funds

Are you hoping to pass on your money and assets to the next generation? There are often complex rules around inheritance and earnings. Trust funds are often underestimated and underused tools in passing on wealth.

We can deal with the tax compliance aspect of various types of trusts. We can even help you decide if a trust is an appropriate vehicle for you. In particular, we can offer the following services:

  • The Trust Tax Return
  • The HMRC Trust Registration Service
  • The R185 forms
  • Holdover Relief forms
  • Exit Charges and Principal Charges IHT100 Forms
  • Repayment Claims for the Beneficiaries

Speak to our trusted Tax Advisor James Edwards about trust funds.


They are responsive, keen to help and brilliant at explaining tax + accounting jargon. I absolutely recommend them. - Hannah

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