Trusts and Estates

Receive professional advice and assistance for your estate planning and trustee requirements.

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Trusts and Estates

Dealing with the accountancy and tax implications after someone's passing can be challenging. Leewop's wealth of experience comes to the fore in such situations. We can assist you in planning during your lifetime and provide support in times of bereavement.

Trustees of settlements and executors of Wills can rely on us to aid with trust and estate administration duties. This includes the preparation of accounts, tax returns, IHT forms, and handling any other correspondence or dealings with HMRC.

Accountancy

What our service includes

Trusts, estate planning, and estate administration form a significant part of our tax service offering. Our specialist expertise can assist you in meeting the increasingly complex tax requirements related to trusts and estates. We also provide a comprehensive estate planning service.

Leewop offers a full range of tax and administration services for trusts and estates.

For trustees:

  • Manage trust tax returns
  • Prepare form R185 for distributions to beneficiaries
  • Handle 60-day CGT returns for residential property disposals
  • Register on – and maintain – the Trust Registration Service (TRS)
  • Calculate and complete necessary IHT forms for exit charges on appointments of capital from a trust and on the trust’s 10-year anniversary
  • Provide guidance on the use of trusts and their integration into an individual’s estate planning

For executors:

  • Estate administration with HMRC on an informal basis or completion of a tax return for complex estates
  • Production of R185s for distributions to beneficiaries
  • 60-day CGT returns for residential property disposals

Whatever type of advice you need, our team of specialist trust and estate tax advisers in UK can help you ensure you’re set up for success. Contact us today for further advice or to discuss the next steps by calling us on +92 302 4012116 or email contact@leewopconsultancy.com.


How our service can help you

We can assist you in navigating a complex and regularly changing landscape regarding tax compliance and anti-money laundering regulations. Our expertise also extends to providing advice to ensure that trustees and executors are fulfilling their obligations in the most tax-efficient manner.


Who needs our service?

Individuals looking at estate planning

Trustees of existing trusts

Executors of estates

Family/ beneficiaries of the deceased


How do we help our clients?

Compliance is made easy

Tax is saved where possible

Peace of mind

Avoidance of penalties


Why choose Leewop for Your Trusts & Estates needs?

The process and evolving landscape of tax compliance can be complicated and time-consuming, but Leewop can complete all the necessary work on your behalf and be your dedicated point of contact for all enquiries. We can ensure that you are working in the most efficient way possible, with an ongoing, proactive working approach to improving your investments and assets.

At Leewop, our chartered tax advisers can provide you with all the advice you need, taking the hassle out of your obligations. We offer:

  • Benefit from a dedicated tax department equipped with a wealth of experience and expertise.
  • Receive advice from Chartered Tax Advisers, ensuring reliable and up-to-date guidance from our tax consultants.
  • Enjoy a single point of contact for all your inquiries.
  • Experience a tailor-made service crafted specifically for your needs.
  • Count on quick response times – you'll never be left waiting for a reply to an email or call back.
  • Business heritage dating back over 120 years
  • UK -based accountants with national and international reach
  • Saving valuable time with technology solutions
  • Hands-on partners who give you the best advice
  • Registration with ICAEW, CIOT and other regulated professional bodies, giving you peace of mind that we deliver the highest standard of regulated service

With Leewop, not only will be compliant with laws and regulations, but you will also be assured that our team will recognise areas for improvement, such as better structures and areas where technology can be used to bring down costs and increase efficiencies.

What’s next?

Arrange a consultation to find out how we can help you. Call us today on +92 302 4012116 or email contact@leewopconsultancy.com.

Talk to Our Team

Transitioning to Leewop from your current accountant is a swift and straightforward process.

Leewop is a prominent accountancy practice in the UK, catering to clients nationwide. Regardless of your location, we are here to assist you. We will allocate an accountant to help you grow your business and enhance its efficiency. Contact us to discover how we can assist you today.

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