10 Jul 2019 | Firm News, Personal Tax Planning, Trusts and Executorships
We would like to congratulate our Senior Tax Manager Lucy Orrow for successfully completing her STEP Diploma in Trusts & Estates and qualifying as a Trust and Estates Practitioner (TEP). Members of STEP include the most experienced and senior practitioners in the...
13 Mar 2019 | Publication, The Use of Trusts Guide, Trusts and Executorships
A trust (settlement) arises when a person (the settlor) transfers assets to trustees, who hold the assets for the benefit of one or more persons (the beneficiaries), who will receive income and/or capital from the trust. The income tax position Income received by the...
6 Mar 2019 | Firm News, The Use of Trusts Guide, Trusts and Executorships
Have you or your Employer set up or been involved with an Employee Benefit Trust? Are you aware that the new Loan Charge comes into effect shortly? This charge is due where the employment related Trust has made a loan to an individual at any time after April 1999. ...
22 Mar 2018 | Firm News, Trusts and Executorships
HMRC Trust and Estate Register non-compliance penalties have been released – this information is taken from https://www.gov.uk/ website. Penalties You may have to pay a penalty if you don’t: register your client’s trust before the registration deadline tell HMRC...
