Trusts and Estates

Professional advice and assistance for your estate planning and trustee requirements.

When someone dies, it's often challenging to deal with the accountancy and tax implications. That’s where Page Kirk’s wealth of experience comes in. We can help you plan during your lifetime and be there for you on a death.

Trustees of settlements and executors of Wills can count on us to assist with your trust and estate administration duties, including the preparation of accounts, tax returns, IHT forms and any other correspondence or dealings with HMRC.

What our service includes

Trusts, estate planning and estate administration are a significant part of our tax service offering. Our specialist expertise can help you meet the increasingly complex tax requirements relating to trusts and estates and provide a comprehensive estate planning service.

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

For trustees:

Trust tax returns
Preparation of form R185 for distributions to beneficiaries
60-day CGT returns for residential property disposals
Registration on – and maintenance of – the Trust Registration Service (TRS)
Calculation and completion of the necessary IHT forms for exit charges on appointments of capital from a trust and on the trust’s 10-year anniversary
Advice on the use of trusts and how they may fit 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 Nottingham 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 0115 955 5500 or email enquiries@pagekirk.co.uk.

How our service can help you

We can help you navigate a complex and regularly changing landscape with regards to tax compliance and anti-money laundering regulations. We can also provide advice to ensure that trustees and executors are acting in line with their obligations and 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 Page Kirk for Your Trusts & Estates needs?

The process and evolving landscape of tax compliance can be complicated and time-consuming, but Page Kirk 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 Page Kirk, our chartered tax advisers can provide you with all the advice you need, taking the hassle out of your obligations. We offer:

A dedicated tax department with a wealth of experience and expertise
Tax consultants who are Chartered Tax Advisers, ensuring sound and up to date advice
A single point of contact for all of your enquiries
A service that is tailor-made for you
Quick response times - you will never be left waiting for a reply to an email or call back

Business heritage dating back over 120 years
Nottingham-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 Page Kirk, 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 0115 955 5500 or email enquiries@pagekirk.co.uk.

Talk to Our Team

If you already have an accountant, it’s quick and easy to switch to Page Kirk.

Page Kirk is a leading accountancy practice in Nottingham, but we service clients across the country, so wherever you are based, we can help. We will assign you an accountant to assist you in growing your business and improving its efficiency. Contact us to find out how we can help you today.

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From ensuring that you comply with your statutory requirements, to navigating the scaling-up of your business, through to effective profit extraction and dealing with your tax affairs, Page Kirk Nottingham accountants are here for you every step of the way.

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