“As executors of the estate and trustees of the will trust, we were always impressed by the efficiency and punctuality with which you attended to all the many issues involved.”
− Kevin Feeney, Wealth Management client
Trust Support Services
Plummer Parsons' tailored range of services in support of trusts includes:-
- Full administration of the trust.
- Advice on the creation of trusts and the options available.
- Advice to trustees and administrators on trust related matters.
- Acting as trustee as required.
- Dealing with all tax related matters including completion of the annual trust & estate tax return, completion of periodic inheritance tax returns and calculation of liabilities.
- Ensuring compliance with current law and practice.
- Preparing tax deduction certificates for beneficiaries.
- Preparing the trust accounts.
- Dealing with HM Revenue & Customs as required.
