Trust & Estate Accounts and Tax
When the numbers matter most.
Whether you are a trustee with quarterly returns due, or an executor working through a deceased estate, the tax and accounts side gets technical fast. We handle it carefully, accurately, and with the human touch the situation deserves.
Two specialist areas, one calm pair of hands
Trusts and estates sit at the technical end of UK tax. Each trust type — bare, interest-in-possession, discretionary, accumulation, settlor-interested, vulnerable beneficiary, will trust — has its own income tax, CGT and IHT rules, plus the Trust Registration Service to feed every year. Get any of it wrong and trustees become personally liable.
Deceased estates are equally technical and a lot more emotional. Executors have to file the IHT account, manage income tax and CGT during the administration period, prepare estate accounts for the beneficiaries, and keep everything documented in case anyone asks questions later. We have done it dozens of times. We will do the work, explain what is happening at every stage, and handle the unpleasant correspondence with HMRC so you do not have to.
What’s covered
- Trust Registration Service (TRS) registration and annual updates
- Annual trust accounts
- Trust income tax (SA900) returns
- Trust CGT computations on disposals
- Capital gains rebasing on trust appointments
- 10-year anniversary IHT charges on discretionary trusts
- Exit charges on capital appointments
- Settlor-interested trust treatment and assessment
- Estate IHT account (IHT400 / IHT205 / IHT100)
- Period-of-administration income tax and CGT
- Estate accounts for executors and beneficiaries
- Voluntary disclosure if past trust returns were missed
Why clients stay
A genuinely modern approach
Cloud accounting, MTD-ready workflows and secure document portals — no shoeboxes of receipts, no surprise emails in March.
Fixed fees, no clock-watching
A clear price agreed up front. Call us as often as you need without worrying about a meter running.
Senior advice, not call-centre answers
Every client has a named accountant who knows your situation — not a ticket queue.
Common questions
I have just become a trustee. What do I need to do?
What is a 10-year anniversary charge?
Do beneficiaries pay tax on what they receive from a trust?
I am the executor of an estate. Where do I start?
How long does an estate take to wrap up?
Need a steady hand on the numbers?
Book a free 30-minute call. We will tell you straight whether we can help, what it would cost, and what to do next. No sales pitch, no obligation.