Trusts & Estates
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Trusts and Estates
Trusts, estate planning, and dealing with a deceased’s affairs are a key part of our tax offering.
Trusts can be a useful tax planning tool with Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax implications. Different types of trust can be suited to different circumstances and can combine elements of flexibility and asset protection with the provision of income to children or other family members. It is therefore vital you consider the tax positions of all those affected.
Hawsons can provide advice on whether a trust is a suitable and tax efficient structure to assist in achieving your goals and explain the practical implications as well as how the trust would operate. Our trust specialists can review the tax status, purpose, and efficiency of an existing trust and advise on whether it continues to be appropriate to your needs.
We can also assist with your trust compliance obligations, preparing trust accounts, Trust Tax Returns, Income Tax and CGT calculations, and where relevant, 10-year anniversary charges.
Why use a trust now?
Trust funds can be an effective and efficient way to take assets out of estates, to hold standalone and/or to pass assets onto the next generation. They are also a very effective way of protecting family wealth, while gaining valuable tax advantages.
Estates
Early planning is crucial when making arrangements for the future, both in relation to the transfer of your estate and the opportunity to maximise tax exemptions.
Our team of tax experts can aid with the tax planning process, ensuring a proactive and efficient estate structure both for yourself and your beneficiaries.
As estate planning requires detailed knowledge of the tax regime and a wealth of experience to maximise opportunities, please contact our specialist tax team today.
Benefits of working with Hawsons
Take time to get to know you, your business and your aims
Responsive and available when needed
Tax planning and advice
A one stop shop of specialist services available as needed
Efficient and effective use of technology
No unexpected bills
Meet our team
Meet our team
Why Choose Hawsons?
Our National and International Reach
We are a member of HLB International a fast-growing, dynamic network of independent accounting firms and business advisers. Our membership gives us access to accountancy firms in over 150 countries worldwide to ensure consistent, cost-effective and expert advice to our clients and businesses with international operations and needs.
In the UK, HLB participant firms have a strong presence and work closely together to deliver best practice service and latest thought leadership through a number of working parties that meet regularly. Regular contact with these firms enables us to provide a national service if required.
