Day-to-day management of a large number of private and charitable trusts including the preparation of accounts and annual tax returns as well as periodic and exit IHT returns.
Advising trustees on Inheritance Tax, Capital Gains Tax and Income Tax compliance for a large discretionary trust the creation of which had not been notified to HM Revenue & Customs and completing the subsequent retrospective filing and discussions with HMRC.
Managing the termination of a trust where the beneficiaries had conflicting wishes regarding the assets they were to receive.
Management of a number of charitable trusts including annual charitable accounts (in accordance with the SORP regulations), audit/examination, distributions to charities and Charity Commission compliance (including annual returns).
Liaising with trustees and land agents on development land promotion and option agreements where land is held in trust.
Full FATCA compliance for a large portfolio of trusts.
Managing a trust involving participants in various renewable energy projects receiving very sizeable Feed in Tariff payments.
Creation and management of a number of death benefit trusts involving different pension scheme providers.
Advice to trustees on availability of capital gains tax holdover relief and completion/submission of the HMRC forms.
Advising the trustees of a disabled person's trust of its tax status and their choices.
Managing multi-fund trusts with both real estate and investments subject to Agricultural Property Relief and/or Business Property Relief.
Advising trustees on the proposed sale of a large business and availability of Business Property Relief.