Trust and Estate Tax
with Rushtons, Chartered Accountants

A trust is an invaluable financial instrument for the preservation and transition of family wealth through generations. It provides a secure avenue for managing diverse assets such as cash, real estate, investments, and company shares. Trusts can be established during an individual's lifetime or as a component of a will. Their flexibility extends to various purposes including educational fee planning, marital dispute protection, family wealth planning, and succession planning.

Given life's unpredictability and the complexities it brings, such as potential family disagreements and intricate tax planning issues, trusts offer a robust solution. They ensure your assets are meticulously managed and allocated in alignment with your directives. Moreover, trusts are integral in estate management, and can offer substantial tax advantages. They play a critical role in compliance with HMRC regulations and provide the reassurance that your heirs or beneficiaries are thoughtfully provided for.

At Rushtons, our expertise extends to comprehensive family wealth and succession planning. We excel in:

  • Experienced Specialists: Our Trust team possesses in-depth knowledge in all facets of trust establishment, management, and compliance with HMRC requirements.
  • Comprehensive Services: We offer a full spectrum of services from initial advice, trust registration, to continuous administration and annual account preparation. Our expertise includes the detailed calculation of 10-year charges and ensuring adherence to HMRC regulations.
  • Collaboration with Professional Advisers: We work closely with investment advisers and land agents, ensuring that your trust's investments and land holdings are managed efficiently and effectively.
  • Seamless Integration with Legal Advisors: Our coordinated approach with your legal team ensures a holistic management of your trust, covering all legal and financial aspects.
  • Efficient Electronic Filing: With our advanced software, we ensure timely compliance with filing deadlines, moving beyond the traditional 31 October paper filing deadline to meet the 31 January electronic deadline comfortably.

Our comprehensive approach at Rushtons ensures that your trust is not just a tool for asset protection, but a strategic vehicle for family wealth preservation and succession planning, ensuring peace of mind and financial security for generations to come.

If you have trusts already setup or are considering the use of the trust, please get in touch so we can discuss your individual requirements.