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Meet The Team


Our highly experienced and qualified Trusts and Estates Accountants are members of STEP and offer a full support service, giving both specialist advice and the preparation of accounts for estates and trusts as well as tax compliance.

We can support you in a wide range of Trusts and Estate matters including:

  • Preparing accounts for all types trusts, ranging from the simplest to the most complex complying with the STEP Accounting Guidelines
  • Advising on inheritance tax relating to trusts
  • Dealing with capital gains tax and income tax matters
  • Preparing and submitting trust and estate tax returns
  • HMRC compliance relating to various trust inheritance tax event charges.
  • TRS HMRC Trust Registration Service compliance
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