Charities Trusts & Estates
We offer accounting, taxation and administrative services to Charities, Trusts and Estates, enabling the Trustees and Executors to be fully compliant.
Charities
Whether a charitable trust or company, we are here to assist in all aspects of the compliance and administrative process. We will prepare the Financial Accounts, the Annual Return for the Charities Commission, any Companies House filings as well as tax returns and gift aid reclaim submissions to HM Revenue and Customs. We can also assist Trustees with administrative and bookkeeping tasks such as collating and summarising donation requests, monthly bank reconciliations and coordinating Trustee meetings.
Trusts
Families continue to find trusts a useful tool to manage the succession of their wealth. We specialise in the accounting and taxation of trusts to assist the Trustees to meet their obligations to HM Revenue and Customs and the beneficiaries. We also provide full administrative support so that the trust is as efficient and effective as the family intended.
Estates
When there has been bereavement in the family, it can be distressing to have the burden of tax looming. It is at times like these when a clear, concise and considerate approach is needed. We will work with the Family, Executors and Solicitors to ensure that the necessary filings are made. When the family is ready, we will assist in preparing the estate accounts so that it can be distributed in accordance with the wishes.