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
Find out more about the other tax services we provide by using the menu on the left.
