Trusts and estates

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At Mazars we have the best interest for your finances at heart – we want to help protect you and pass on your assets in a tax efficient way.

A trust fund is not just for the affluent, they can be used by anyone wanting to plan ahead. A trust fund can serve many purposes – from financing your retirement years to covering the costs of education, a wedding, or simply or allocating your capital to a chosen recipient.

Mazars:

advises on the merits of establishing trusts, taking into account related issues such as capital gains tax, inheritance tax and income tax
assists with trust planning – from private company shares to multi-million pound trusts
administers trusts, preparing annual accounts and tax returns
advises beneficiaries and trustees on tax issues arising when they receive a trust’s income or assets
advises on will preparation and acts as executor where required
arranges to obtain probate for executors and advises executors on tax issues such as Deeds of Variation
administers the estate after probate and arranges for the collection and distribution of assets
advises on funding inheritance tax
prepares the necessary annual accounts and tax returns