Our Expertise

Where we are appointed as agent or where our trust corporation is appointed as trustee, our dedicated team will assess the requirement for your trust to complete a self-assessment tax return and, if required, prepare and submit this to HM Revenue & Customs.

We can also assist with the preparation of Income Tax returns for individuals. Our personal tax clients include beneficiaries of trusts, individuals claiming the remittance basis of taxation and non-resident individuals with UK source income such as property income.

Some of the other UK tax returns we prepare and submit include:

• Repayment claims
• Company and charity Corporation Tax returns
• Annual Tax on Enveloped Dwellings returns
• Stamp Duty Land Tax and Stamp Duty Reserve Tax returns
• ATED-related Capital Gains Tax returns
• Non-resident Capital Gains Tax returns
• Non-resident Company Income Tax Return (SA700)

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.