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Trusts & Estates

Tax specialists in Sheffield, Doncaster and Northampton

Wealth Management page

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; thus it is vital you consider the tax positions of all those affected.

Hawsons can provide advice on whether a trust is a suitable tax efficient structure to assist in achieving your goals, and explain the practical implications and 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 efficiencies and make full use of exemptions.

We can help with:

  • Drawing up and reviewing your will
  • Making full use of exemptions and tax-efficient opportunities
  • Transferring business property
  • Transferring assets into trusts

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.

Contact us for a free initial meeting

To find out more about how one of the leading firms of accountants in Sheffield, Doncaster and Northampton can help you, please contact one of our specialists. We believe in long-term client relationships and understand the importance of meeting to establish that you like us and we like you. This is why we offer all new clients a free initial meeting which will enable you to have a discussion about you and your business issues.

To book your free initial meeting, please click here.

We look forward to hearing from you!

Free Consultation

SAC

Stephen Charles

Tax Partner, Sheffield

0114 266 7141

sac@hawsons.co.uk

Martin Wilmott 5

Martin Wilmott

Partner, Doncaster

01302 367 262

maw@hawsons.co.uk

David Cairns

David Cairns

Tax Partner, Northampton

01604 645 600

davidcairns@hawsons.com

Our offices

Pegasus House, 463a Glossop Road, Sheffield, S10 2QD

5 Sidings Court, White Rose Way, Doncaster, DN4 5NU

Jubilee House, 32 Duncan Close, Moulton Park, Northampton, NN3 6WL

Sheffield

0114 266 7141

Doncaster

01302 367 262

Northampton

01604 645 600

Contact

Get in touch

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