Estate and Trust assistance for solicitors

We look after the numbers, so you can concentrate on the law

Our per hour rates are often 50% lower than those of our local qualified solicitors, and because we deal with numbers and nothing else we are able to offer an extremely efficient service, freeing you up to deal with the legal aspects.

We can assist in:

Trust Tax

  • Setting up trusts with HMRC
  • Preparation and filing of Trust tax returns and forms IHT100
  • Dealing with HM Revenue & Customs enquiries
  • Preparation of forms R185
  • Tax compliance and advice for beneficiaries

Trust Accounting

  • Preparation of trust account
  • Advising on distributions to beneficiaries
  • Ongoing accounting and bookkeeping

Probate and Estate Tax

  • Confirmation of the tax position at the date of death and submission of final tax return(s) for deceased
  • Business and asset valuations
  • Preparation and submission of form IHT400 to HMRC
  • Preparation and filing of Estate tax returns
  • IHT computations
  • IHT forecasts
  • Obtaining tax clearances

Estates Administration

  • Preparation of estate accounts, interim and final
  • Provide a schedule of tax liabilities and timetable for payment
  • Dealing with HM Revenue & Customs assessments and enquiries
  • Preparation of forms R185
  • Distribution tax planning
  • Assistance with business sales

Next Step:

Please contact us if you need further advice.

Call us on 020 8773 4466 info@morgansca.co.uk

Request a Callback

Linked In

Access online accounts and payroll here

Newsletter Signup

Sign up to receive our monthly tax tips and business newsletter with updates and analysis of all the latest tax issues

Business Resources

Tax Resources