Trusts & Estates Team

At Francis Clark with Winter Rule we act for a broad range of trusts, estates and landed estates.

Our Trust clients vary from modest trusts holding investments in family businesses to those with large portfolios of quoted investments or containing landed estates.

The taxation legislation surrounding trusts can seem complex and many clients can be put off setting up trust arrangements because of this. However, the basic principle of a trust is very simple and can be a very powerful tool as part of succession planning and to preserve family wealth in the face of future uncertainties.

Our team are experts in all aspects of trust taxation and can help you through the process of deciding what type of trust arrangement will best suit your requirements.

Once established we can then assist with all aspects of ongoing financial management and compliance including the preparation of accounts, filing of annual self assessment returns, dealing with distributions to beneficiaries and ultimately winding up trust arrangements that have served their purpose and are no longer required.

Our trusts team also works closely with our agricultural team as many clients with rural businesses also have trust arrangements in place reflecting the long term family nature of the businesses and the desire to protect family wealth from issues like capital taxes. Here we recognise the need to balance the commercial necessity of making profits with the long term issues of property retention and capital wealth preservation.

Whether you are just thinking of establishing a trust, have an existing trust or landed estate, we have the necessary skills to advise you.

To download the latest edition of Trusts and Estates News click here