Private client

Trusts

OUR SPECIALIST Private Client SERVICES

Trusts are versatile, varied, and very often highly complex.


Each trust brings its own specific challenges, among them tax implications. The right advisers are crucial in supporting settlors, beneficiaries and trustees to navigate the complexities.

As our client, you will have the benefit of our dedicated and highly experienced trust team. Like our wider tax consultancy team, we support many other tax and legal professionals looking for solutions to their own clients’ complex trust problems.

Our specialists focus on what is relevant, building an understanding of each trust’s unique circumstances, exploring ideas and solutions. By providing bespoke support, we enable your trust to support settlors, trustees and beneficiaries as effectively as possible.

Our trust experts work closely with BKL’s other tax consultants and private client specialists to provide a comprehensive service that covers inheritance tax (IHT), capital gains tax (CGT) and other areas that are integral to your succession and estate planning.

BKL’s services for trusts include:


Trust tax compliance
  • Preparation of self-assessment returns for trusts and estates
  • Preparation of IHT returns for ten-year anniversaries and exit charges
  • Registration of trusts on HMRC’s Trust Registration Service
 
Consultancy advice on trusts
  • IHT planning for high-net-worth individuals
  • Offshore trust structures
  • Capital gains tax planning
 
Other services
  • General trust administration
  • Accounting services
 
Our trust deed review service
If you’ve recently taken over responsibility for a long-established trust, either as a trustee or a professional adviser, you may be facing challenges.

It could be that previous advisers haven’t fully passed on their knowledge of the trust’s particular complexities. This could be compounded if the trust deeds were badly written and are difficult to understand.

To support you in your understanding of the trust, we offer a review service. By giving your trust deeds a ‘health check’, we can provide insights into the trust’s unique circumstances. We would then be able to give you focused, bespoke guidance – helping to ensure that the trust is as effective and efficient as possible and meeting the family’s particular requirements.

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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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