Effective Tax Planning with Trusts

Protect and structure your wealth for the future of your family

CKLG

Trusts Compliance
& Effective Tax Planning

A trust can help protect wealth, provide financial security for future generations, protect the family estate and ensure family assets are directed in accordance with your wishes; they can also be used as a tool for effective tax planning.

The legislation surrounding trusts is becoming increasingly complex and specialist estate management advice is fundamental in ensuring your trust is managed in the most cost and tax efficient way.

Whether you have a trust in existence or are thinking of creating a new trust; we will work closely with legal advisers to ensure all aspects regarding your trust are considered.

CKLG Accountants in Cambridge can support you in all aspects of trust taxation and estate management; the services we offer include:

  • Tax planning with trusts
  • Inheritance tax advice and reporting requirements
  • Preparation of annual accounts
  • Preparation of trust tax returns
  • Providing assistance with trust administration
  • Acting as professional trustee
  • Advising trustees

Our experienced trust advisory team can also assist with estate administration and all the necessary inheritance tax compliance procedures in the unfortunate event of a death in your family.

Download Our Guide To Effective Estate Planning