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Trust & Executorships

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.