Trusts and estates

At Mazars we want to help protect our clients from unexpected tax bills and assist in passing on your assets in a tax efficient manner.

A Trust is not just for the wealthy, a trust can be used by anyone wishing to plan ahead. A Trust can serve many purposes - from financing educational costs, providing maintenance to children, grandchildren or other relatives or simply planning to pass wealth through generations and specifying specific people that can benefit from that Trust.

Mazars:

  • Can advise on the merits of establishing a Trust, taking into account a Settlor's circumstances and review Inheritance Tax, Capital Gains Tax and Income Tax implications in the setting up of a Trust;
  • Assist with Trust planning - reviewing whether the Trust still fulfils its original purpose;
  • Administer Trusts - including the preparation of annual accounts and Tax Returns;
  • Advise beneficiaries of Trusts on the tax issues arising when they receive Trust income or an asset from the Trust;
  • Advise the Trustees on the tax implications of distributing funds or Trust assets to beneficiaries;
  • Can act as Trustee on a Trust as Mazars has a Trustee Company;
  • Advise on Will preparation, review Wills for tax efficiency and can act as Executors' on an Estate;
  • Can arrange to obtain probate for Executors and can advise on tax issues such as varying the Will by a Deed of Variation;
  • Administer the Estate after probate has been obtained and arrange for the collection and distribution of assets;
  • Advise on the options to fund Inheritance Tax;
  • Can provide an extensive Inheritance Tax review on a clients' Estate to ensure that assets are passed tax efficiently;
  • Prepare the necessary annual accounts and tax returns for Estates.
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Want to know more?

Paul Barham
+44 (0)1908 664466
Paul Barham Senior Tax Manager - London Send a message Detailed profile
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