SEARCH

London +44 (0)20 3954 6690
Beaconsfield +44 (0)1494 840 334
Client Log-in     INFORMATION HUB |  Follow us:
Quick contact

    We're Hiring!

    TRUSTS AND ESTATE PLANNING

    Back To Tax for Individuals

    Tax for BusinessTax for IndividualsBusiness Advisory and Corporate FinanceCorporate FinanceForensic & Financial DisputesCharity & Not-For-ProfitAccountancy & AuditOutsourced Services
    TRUSTS AND ESTATE PLANNING

    Trusts are an excellent vehicle for for passing on money, property or even your business to future generations.

    However, setting them up and maintaining them requires expert guidance.

    There are different sorts of trusts for different sorts of scenarios. The most typical reasons for setting up a trust are:

    • The protection of family assets
    • The management and control of assets when someone is too young to manage them themselves
    • The management and control of assets when someone is unable to manage their own affairs due to them being incapacitated by health or ability.
    • To pass on assets either in life or for management after death.

    Harwood Hutton can take away the worry of the detail and advise on the setting up of any sort of UK trust that fits your circumstances.

    Our trust service includes:

    • Advising clients on the most suitable trust structure
    • Acting in the role as trustee
    • The administration, accounting and taxation reporting for existing trusts
    • Advice in relation to Capital Gains Tax for the disposal of trust assets and planning regarding the appointment of trust assets to beneficiaries
    • IHT implications
    • 10- year anniversary reporting and exit charges in relation to the capital distributions to a beneficiary
    • Ongoing effectiveness reviews
    • Advice on how to wind up an existing trust that has run its course.

     

    To book an appointment with one of our Trusts and Estate Planning experts, contact us today.

    Videos

    TAX STRATEGIES

    Cathy Rouse explains some of the considerations when we sit down with a client to form a personalised tax strategy

    Our key experts include

    Awards & Affiliations

    Client Testimonials

    • I always get quick, clear and definitive responses from the Harwood Hutton tax team – commercial answers to commercial issues.

      Robin Berry – Morgan Management

    • Right from the outset Harwood Hutton gave us direction and great advice – and that advice has evolved over the years as we’ve grown. We’re both medium-sized companies providing a bespoke service – one furniture, one accountancy – and the relationship works.

      Andy McCarron, McCarron and Co

    • I’m deeply impressed with Harwood Hutton’s extensive knowledge of tax arrangements for residential and commercial property landlords.

      Qadeer Ahmed, MD, ABA Finance

    • They really took their time to understand what was important to us and our business and the expertise we required. Whoever we speak to at HH, we get the same fantastic response and technical input. It’s a real partnership.

      Edward Finch, group MD, MRIB insurance brokers

    • I have worked with the directors at Harwood Hutton on a number of mutual client matters over many years. The reassurance of their clear, commercial and focussed advice is one of the main reasons I regard this as one of my most valuable professional relationships.

      Frank Wessely, Partner, Quantuma LLP

    • Harwood Hutton never seem to rest on their laurels. They are always seeking out new avenues and ways to improve their offering. A very forward-thinking company with staff who are always well briefed and who approach each task with drive.

      Karl Austen, MD, Surefoot Communications

    • We have engaged Harwood Hutton in several areas of structuring, including VAT issues, decoupling an SPV from a group structure and HMRC clearance for a transaction. The team have exceeded all expectations by being proactive, measured and very thorough.

      Adam Fawsitt, Director, FHT Limited

    • We moved to Harwood Hutton as they delivered a succinct and professional proposal. If anything, we have been more impressed post-move. They are a fantastic company to work with. They do truly differentiate. They have the skills and capabilities of a mega firm but with a personal service.

      Edward Finch, group MD, MRIB insurance brokers
    Sign up to our Newsletter

    Sign up to our Newsletter

    newletter image

    Newsletter sign up

    Join our mailing list to receive important news and insights for business leaders and private individuals