Why you need a specialist accountant for Trust & Executorship services...
Trusts are a highly effective way to manage wealth, protect assets, and provide financial security for future generations. They offer significant tax advantages and can help mitigate inheritance tax liabilities, ensuring that your estate is distributed according to your wishes. However, setting up and managing a trust requires specialist knowledge to ensure compliance with legal and tax obligations. This is where our expertise at LEES comes in.
Comprehensive Trust Services
At LEES, we provide expert advice on establishing and managing trusts tailored to your specific needs. We guide you in selecting the most appropriate type of trust based on your objectives, whether for asset protection, estate planning, or tax efficiency. Our services include:
- Structuring trusts in the most tax-efficient manner to help you navigate complex tax regulations.
- Providing full accounting services, including accurate record-keeping and financial reporting.
- Ensuring compliance with HMRC regulations and handling all required tax filings, such as the Trust Registration Service (TRS), inheritance tax returns, and capital gains tax calculations.
Executor and Estate Administration Services
The role of an executor carries significant legal and financial responsibilities. If you have been appointed as an executor, or if you are planning your estate, professional support can ensure the process is handled smoothly and efficiently. LEES offers:
Assistance in drafting wills that align with your wishes while minimising tax liabilities.
- Acting as professional executors to ensure estates are administered fairly, legally, and tax-efficiently.
- Guidance through the probate process, from obtaining the grant of probate to distributing assets to beneficiaries in accordance with the will.
Why Choose LEES?
Navigating the complexities of trusts, inheritance tax, and estate administration requires specialist knowledge and experience. Our team has in-depth knowledge of UK trust and estate taxation, providing accurate and reliable advice. We tailor our services to your unique financial situation and long-term objectives, ensuring that your affairs are structured in the best possible way for you and your beneficiaries. With LEES, you can have peace of mind knowing that everything is handled efficiently and in compliance with the law.
Get in Touch
If you need professional advice on trusts, wills, or estate administration, contact LEES today. Our team is here to provide expert guidance and ensure your financial affairs are structured in the best possible way.
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