Partners & Consultants

• Advising on preservation of wealth and succession planning using Trusts and other structures.
• Advising on UK Inheritance Tax Planning.
• Setting up and management of Trusts.
• Advising on and arranging for the preparation of wills.
• Advising on post death tax planning , obtaining probate and advising on administration of estates.
• Advising on the complex tax rules applicable to onshore and offshore trusts and the setllors and beneficiaries of such trusts.
• Dealing with administrative and compliance aspects of Trusts including preparation of accounts, income tax returns and IHT returns.

• Offering a fully comprehensive, non-contentious service without the need to involve third parties.
• Administering the realisation of assets including bank accounts, property and share portfolios.
• Assistance with the identification of assets and liabilities associated with an estate.
• Carrying out tasks on behalf of an executor.
• Distributing the assets of the estate according to the terms outlined in the deceased’s will or via intestacy.
• Obtaining Probate.
• Preparing, and submitting, any outstanding Personal Tax Returns up to the date of death.
• Preparing estate tax returns, and ensuring all outstanding tax liabilities of the estate are settled, prior to its distribution.
• Preparing the final estate accounts.
• Providing advice on tax planning opportunities for the estate and/or beneficiaries who may be in charge of significant income, or assets, for the first time.
• Providing ongoing Inheritance Tax and succession planning advice.

Provision of full payroll services to clients meeting the obligatory requirements laid out by HMRC including the setup of auto-enrolment pensions.

Performing statutory audits in accordance with International Standards on Auditing.

Producing year-end financial statements for members and meeting filing requirements with Companies House and HMRC.

• Assistance with VAT registrations.
• Preparing, completing and submissions of VAT Returns
• Attendance at VAT inspections
• Assistance with VAT investigation.

• Assistance in preparing cash flow and business projections and reviewing business plans.
• Production of monthly or quarterly management accounts providing management information to allow businesses to make the right decisions.

Assistance in keeping records of the day to day finances.

Speciality in assisting on all tax investigations carried out by HMRC on individuals and corporates from simple enquiries to more in -depth reviews such as COP9 inspections.

• Determining the most tax effective structures for setting up business and carrying out due diligence with focus on tax and other issues.
• Assistance in taking full advantage of tax reliefs and opportunities.
• Assistance in restructuring of all aspects of businesses including sales and acquisition.
• VAT advisory services relating to all areas with special emphasis on property transactions.

• Using HMRC approved software, assisting in all compliance aspects of self-assessment including preparing and filing of tax returns with HMRC.
• Client liaison on ensuring all aspects of the self-assessment are clearly understood and reported as required by HMRC.

Meeting compliance requirements of self -assessment in preparing and filing corporation tax returns together with IXBRL accounts and supporting computations.

• Acting as Trustees through our trust company, Chamberlains Trustee Limited.
• Helping Trustees and Executors fulfil their responsibilities in preparing quality accounts and submission of income and tax returns.
• Advice and preparation of ten yearly IHT Returns.

Advice on use of trusts and other structures and assistance in preparation of wills to ensure long-term wishes are dealt with properly.

Regularly reviewing succession plans to keep up with rule changes to ensure clients and trusts get the maximum benefits from relevant reliefs.

Setting up Trusts and advise on techniques to mitigate inheritance tax on various asset classes to include personal wealth and businesses.

Acting for families with client relationship spanning a number of years providing financial and taxation skills.  Clients’ interests include trusts and businesses. The services encompass various aspects of taxation and accountancy matters for the families.