UK Trusts

Protecting your family wealth for the future

Often misunderstood or regarded as something only for the elite or super rich, we can demystify trusts and show you how they can be used practically and effectively in your circumstances.

What we offer

A trust is best used as part of the overall planning for a family’s affairs. We can help you choose and operate a trust so that it meets your family’s needs and make sure that all the reporting is done correctly. If you have an existing trust we can assist with its administration.

Services we offer:

  • Advice on the suitability of a trust structure according to their unique requirements and family circumstances
  • Acting in the role as trustee through our trust corporation Mercer & Hole Trustees Limited
  • The administration, accounting and taxation reporting for existing trusts including tax returns and Inheritance Tax (IHT) returns.
  • Advice in relation to Capital Gains Tax for the disposal of trust assets and planning regarding the appointment of trust assets to beneficiaries
  • IHT consequences of setting up a trust, ten year anniversary reporting and exit charges in relation to the capital distributions to a beneficiary
  • Reviewing the ongoing effectiveness of a trust created through a Will and assisting the family of the deceased with a future strategy
  • Advice and planning regarding how to wind up an existing trust that has come to the end of its usefulness in the context of the wider family

Private Client Specialists

Meet our people >

Why work with us?

Our private client team is one of the top accountancy firms for private client in the UK.

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • Industry Recognition
    Industry Recognition

    Tolley's Taxation Awards 2019 Best Private Client Practice Finalist

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility
    Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes

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