Keeping your trust working for you

When you’re thinking about protecting your family’s assets, as a settlor (person who puts assets into a trust) you’ll want to make sure that the beneficiaries (friends or loved ones who will benefit) get the most out of the trust.

But you need to make sure that you’re staying above board, and adhering to the rules and regulations that surround a trust. With different kinds of trusts come different types of taxes, and navigating these can be a real chore. That’s where we can help you.

As accountants for trusts, we’ll provide trust accounts, tax returns and advice on using a trust to make sure you’re properly compliant.

There are a number of reasons for someone to start a trust. The first may be they want to be in control of, or protect, assets for someone if they’re too young to handle it themselves. Maybe you want to pass on assets while you’re still alive to save on inheritance tax, or are planning for how to pass these assets on when you die (a will trust).

We can advise on every stage of the process, and assist you where needed.

Putting you at ease

Let's talk about what we can do to help you and your situation.

We're ready when you are.


'Much more than a firm of Accountants'

"I can say with confidence that Landmark Chartered Accountants deliver far more than any Accountancy Firm I have known. They are the advisers we need them to be, questioning on our goals and strategies to ensure we create business growth through efficiencies we wouldn't have known about. Thank you Landmark for being much much more than a firm of Accountants"

Charlie Ryan, CMR Recruitment Limited

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Whether it’s business advice delivered at the right moment or a detailed phone call about tax, we’re always just one click away from giving you the support you need.

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