Our Services

We can register trusts on behalf of trustees using HM Revenue and Customs on line service.
We can manage the trust on behalf of the trustees e.g. reporting changes of trustees.

We can complete self assessment trust tax returns for any type of UK trust e.g. life interest trusts
and discretionary trusts.

We can close trusts on the trustees behalf.

We can complete IHT 100s and supplementary schedules were relevant e.g. on the ten year
anniversary of a discretionary trust.

We provide tax planning services around trusts e.g. for asset protection and/or for Inheritance Tax
planning purposes.
We do also offer a bespoke personal tax planning and compliance service e.g. personal tax planning
around company exits, business asset disposal relief claims, business property relief reviews and
preparing basic to complex personal self assessment tax returns.


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Registered Office - 183 Hollins Road, Todmorden, Lancashire, OL14 6QL