About us

We are a professional firm specialising in trust taxation and accountancy services. Each trust is unique, and some areas of trust law and taxation are complex. If trust matters are not handled correctly, there can be adverse legal consequences, unnecessarily high tax bills and tax penalties.

Unlike most other accountancy practices and law firms out there, we focus solely on trusts. As well as handling routine tax matters, we also produce high quality accounts and tax advice to assist our clients in making good financial decisions.

The services we offer include:

Advice on setting up a trust
Liaising with solicitors on behalf of trustees
Acting as the trust tax agent and corresponding with HMRC
Preparing and submitting trust income tax and inheritance tax returns
Accounts preparation tailored to the needs of the trustees
Tax planning advice
Offshore trusts tax advice
EBT advice
Attending trustees' meetings
Administration services such as arranging regular payments out of trust


We look forward to hearing from you to discuss your needs.