Our Expertise

Inheritance Tax Reporting

We prepare and submit Inheritance Tax accounts in respect of a number of ‘chargeable events’ including:

  • Relevant property trusts’ 10 year anniversaries
  • Gifts made from a trust
  • Gifts made to a trust
  • The ending of interest in possession trusts

We specialise in Inheritance Tax reporting for both onshore and offshore clients and frequently assist offshore corporate and personal trustees in complying with their UK Inheritance Tax obligations.

If you wish to speak to a member of our team and discuss how we can be of further assistance to you, please contact Stephen Grace, Partner, or Darren Austin-Smith, Trust Director.