Managing the tax affairs of trusts and estates can be complex and time-sensitive, particularly during periods of change such as bereavement, asset disposals, or distributions to beneficiaries. Compliance requirements differ from personal and business tax, with their own reporting rules, tax rates, and deadlines.

Outsourcing trust and estate tax compliance gives you confidence that obligations are met accurately and on time — while reducing administrative burden during what can often be a difficult period.

Our Outsourcing Team works closely with our private client tax specialists to deliver a joined-up trust and estate compliance service, tailored to the specific circumstances of trustees, executors, and beneficiaries.

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What Are Trusts and Estates?

Trusts are legal arrangements where assets are held and managed by trustees for the benefit of beneficiaries. Different types of trusts are subject to different tax rules, including income tax, capital gains tax, and inheritance tax considerations.

Estates arise following a person’s death and include all assets, income, and liabilities that must be administered before final distribution to beneficiaries. During administration, estates maybe subject to income tax and capital gains tax reporting requirements.

Both trusts and estates must comply with ongoing tax and reporting obligations with HMRC.

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How We Support You

We can:

• Prepare and submit trust and estate tax returns

• Calculate income tax and capital gains tax liabilities

• Advise trustees and executors on their tax responsibilities

• Support estate administration during the period of administration

• Prepare returns for complex or multi-year estates

• Assist with reporting asset disposals and distributions

• Review trust and estate accounts prepared by third parties

• Manage HMRC correspondence, enquiries, and compliance checks

Our flexible approach ensures you receive the right level of support — whether for ongoing trust compliance or one-off estate administration.

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Trust and Estate Reporting &Deadlines

Trusts and estates are subject to specific reporting and payment deadlines that differ from individual tax returns.

We help trustees and executors to:

• Understand their reporting obligations

• Meet filing and payment deadlines

• Ensure accurate tax calculations and disclosures

• Avoid penalties, interest, and unnecessary delays

• Ensure beneficiaries receive clear and accurate tax information

Where required, we also liaise with professional advisers involved in probate, legal administration, or wealth planning.

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Why Work With Us?

• Expert-led trust and estate tax compliance

• Sensitive, practical support for trustees and executors

• Experience with both straightforward and complex arrangements

• Reduced risk of errors, penalties, and HMRC challenges

• Peace of mind that trust and estate tax matters are fully managed

Get in touch to find out how our trust and estate tax compliance services can support you.