Trusts

Trusts are often a key part of estate planning as they allow an individual to remove the value of an asset from the taxable estate, whilst retaining control. In the modern era, trusts are efficient temporary structures to mitigate income tax, capital gains tax and inheritance tax, as well as having practical benefits.

RSM Tenon has in depth experience in all aspects of trusts. We can even act as trustees where requested. Our services include:

• Setting up trusts
• Advising on the investments therein
• Producing accounts and tax returns and dealing with other annual compliance issues 
• Giving ad hoc advice to reflect the current requirements of the beneficiaries 
• Working closely with lawyers, financial advisers and other professional advisers as required
• Choosing the right trust as part of an overall plan of action
• Assistance with tax compliance
• Bringing the trust to an end, including consideration of overall plan of action
• Ongoing strategic advice with running the trust
• Investment advice in the trust
• Consideration of alternatives to trusts