Non-doms need to start planning now
8 mins
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.
Our Trust Service
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 unique requirements and family circumstances
- Acting in the role of 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
Trust Specialists
Gill Tallon >
Deputy Managing Partner
Lisa Spearman >
Private Client Partner
Liz Cuthbertson >
Private Client Partner
Helen Price >
Private Client Partner
Alison Palmer >
Private Client Partner
Henry Lowe >
Private Client Partner
Why work with us?
Our private client team is one of the top accountancy firms for private client in the UK.
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Cross Team ExpertiseWe 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
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Industry RecognitionTolley's Taxation Awards 2019 Best Private Client Practice Finalist
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International ReachWe are a founder member of The International Accounting Group (TIAG)
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AccessibilityFour Offices: London, St Albans, Rickmansworth and Milton Keynes
