Trusts & Estates
The legislation that governs estates requires you to plan well in advance. Since none of us knows when we shall die, the earlier the tax planning is done, the greater the opportunity to optimise the tax position. Striking the balance for adequate provision for yourself and your beneficiaries requires considerable skill and a detailed knowledge of the tax legislation.
We deal efficiently with trusts and estates with several of the Partners having acted as trustee and executor for clients.
We can provide you with year round support on:
For Trusts
- Annual accounts
- Capital Gains tax calculations
- Distributions to beneficiaries including preparation of tax certificates
- General Administration
- Income Tax Returns
For Estates
- Accounts for the period
- Advice on transferring business assets
- Capital Gains tax calculations
- General Administration
- Help with drawing up and reviewing your will
- Income Tax Returns
- Making full use of exemptions
- Optimising lifetime transfers
- Ongoing Accounts for trusts
All aspects of your financial and taxation affairs are dealt with by David Owen & Co in a confidential and efficient manner. We deal with the various Authorities on your behalf providing you the client with peace of mind.
We strongly advise you to begin your Trust and Estate Planning right away by contacting our Trusts and Estate Tax Team. If you would like to arrange a free initial meeting to discuss in more detail how we can help you please contact either our Devizes or Marlborough office.