Trust Law is a complex and technical area and there are a number of different trusts, which are taxed in different ways.
The Finance Act 2006 radically altered the trust Landscape, especially in connection with trusts established for Inheritance Tax purposes.
We can help advise you as to the appropriateness of the trust vehicle in accordance with your tax position and advise you in respect of your tax liability whether as trustee or as beneficiary.
We can also help you complete and finalise your annual tax return for the trust, if you are a trustee or your self-assessment return if you are a beneficiary in receipt of income from a trust.
As an additional service, WBW Chartered Financial Planners are also able to assist you in insuring that the right sort of investment within the trust is held so as to mitigate income and capital gains tax as far as possible.
Please contact us today to discuss your trust options further.
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Wills and Probate Guide:
12/10/2011It is easy to put off making a will. However, this is the only way to guarantee that your money goes to who you want it to upon your death. If more »
Will Error Sees Beneficiary Lose Out
06/04/2011A recent case serves as a reminder that the intestacy rules only recognise a person’s natural, adopted or illegitimate children and illustrates the more »
