Trusts and Executries

We have the experience necessary to provide efficient accounting and taxation services to solicitors, settlors and others in this specialist area.
Charitable Trusts
We are responsible for the preparation and audit of Financial Statements required by charitable trustees and welcome work of this nature.
Tax Repayments
When charitable trusts are due tax repayments, we attend to the submission of the appropriate claim to the Inland Revenue.
Administration of Charitable Trusts
We provide a specialist service in the administration of and accounts preparation for charitable trusts. For this we are responsible to the trustees on agreed terms. We recognise the varied nature that this work can encompass and therefore would happily discuss the extent and nature of a Trustees' requirements.
Risk Management
Trustees are obliged to report annually on the identification and management of risk and our experience allows us to offer assistance with this ongoing process.
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