Trust and Estate Accounting

Our team of accountants have an extensive background in the preparation of financial statements for trusts and estates and can offer specialist trust accounting advice and taxation services for the following:

• Family trusts
• Education trusts
• Investment trusts
• Charitable trusts

The purpose of many family trusts is to offer protection for assets and investments. They are a long term commitment and must be effectively managed to ensure that they protect your assets against risk. It is essential that they work if the worst happens and we can help you look after the following:

• Financial statements
• Tax returns
• Annual gifting documents
• Preparation of annual minutes of the trustees
• Maintenance of the trust file
• File annual accounts with the Charities Commission



We realise that the management of a family trust can be confusing, we can offer practical guidance as to the management of your trust.

Back to Services