Trust Tax and Estate Administration Tax Compliance

We regularly deal with all areas of tax returns

When administering a Trust or an Estate, an important aspect alongside advice on the legal requirements involved, is the consideration of tax compliance including Inheritance Tax returns, Income Tax returns and dealing with Capital Gains Tax.

Our Tax and Trusts team deal with these aspects and regularly link in with other professional advisers such as accountants to ensure that Trust and Estates do not fall foul of the rules.

What makes the team different is that we have a specialist administrative team and an account assistant who assists our specialist lawyers with tax compliance aspects.

We can either therefore help with tax returns or link in with existing accountants or otherwise introduce you to an accountant that can help.

“Rix & Kay’s core offering involves advising high-net-worth individuals and families on tax, specialist trusts and succession planning matters. The Private Client Team, which spans the Kent and Sussex regions, collaborates with the corporate practice to act for business owners, directors and shareholders. Team leader Bruce Clarke has wide-ranging private client experience and advises on complex tax and estate planning work, creating and administering trusts, and advising on powers of attorney and mental capacity law. Clients praise Ian Best as an exceptional asset to the practice; he has specialist expertise in will drafting, probate and trust tax compliance work. Member of STEP Max Wright has extensive knowledge of capital tax planning issues, CGT, IHT, trusts and succession planning, as well as cross-border work”.

“Good coverage of specialism for a non-London firm, with some excellent experience among the team and a can do approach to new enquiries”.

Legal 500 results praise Rix & Kay