Trusts and Estates Services

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At Ellis & Co we take the time to consider your personal circumstances and the reasons for establishing a trust, and can talk you through the administrative, accountancy and tax requirements.

We can help you with an experienced team in a wide range of matters including:

  • Preparation of accounts for all types of trusts and estates
  • Distributions to beneficiaries
  • Income and Capital Gains computations

Our advice to clients on mitigating inheritance tax often involves the setting up of a trust. Assets up to the nil rate band for inheritance tax (currently £325,000) can be put into a trust and providing the person setting up the trust lives for seven years, then the assets within the trust are outside of his estate of inheritance tax.

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