Professional Advice With a Personal Touch

Trusts can be extremely helpful for tax planning and in protecting the ownership of assets. Trusts help clients pass assets to future generations in an ordered and controlled fashion. Thompson Jenner is able to offer guidance and assistance in the setting up of new trusts as well as a full compliance and planning services for both trustees and beneficiaries of existing trusts.

Trusts

Trusts are important in helping you protect and provide for your future. Whether you have a particular goal that you are saving for, such as a comfortable retirement or your child’s university fees, trusts can be very influential in asset management.

We can help with:

  • Advice on the setting up of a new UK Trust
  • Registering the Trust with HM Revenue & Customs
  • Completion of Trust Accounts and Tax Returns
  • Completion of Tax Repayment Forms for beneficiaries
  • Inheritance Tax (IHT) returns and  planning
  • Advice on distributions to beneficiaries
  • Assistance with winding up or closing existing Trusts.

Executorships

At Thompson Jenner, we can act as a professional executor of your will and can work in conjunction with family members if you wish. Our expertise in this area also means we can provide guidance and assistance for all executors to make the process as straightforward as possible:

We can help with:

  • Day-to-day administration of the estate
  • Assistance with Probate application
  • Preparation of the IHT returns and  liabilities
  • Preparation of estate accounts
  • Ascertaining any tax liabilities
  • Preparation of tax returns for both the deceased and the estate.

Our sister company, Thompson Jenner Financial Services can help you with residential and business mortgages, income protection, investments and savings, planning for retirement, pensions and estate planning.

Our experienced and friendly team are always happy to help with any trust or executorship issue. Why not give us a call to find out how best you can benefit from our services.

We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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