Trusts & Estates

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A trust can be established for a variety of reasons including tax planning for a wide range of taxes or for the protection of assets, or for children and other vulnerable people.

At Dodd & Co, we have considerable experience in advising on the creation of new trusts and managing existing arrangements including:

  • Creation of and ongoing support of existing trusts
  • Ensuring trusts are structured correctly and tax efficiently
  • Maximising claims for Business Property Relief and Agricultural Property Relief
  • Preparation of annual trust accounts
  • Preparation of annual trust & estates tax returns
  • Advising beneficiaries of their position and making claims for tax repayments where possible
  • Calculation of any entry and exit and 10 year charges for the trust
  • Provision of a professional trustee where required

Our team of experienced accountants and tax advisors includes three members of the Society of Trust & Estate Practitioners (STEP) who are also Chartered Tax Advisors. This enables us to provide you with specific tailored advice and ensures that your affairs are structured to obtain maximum tax efficiency at all times.

 

Making a will is one of the most important things you can do, it sets out how and where you want your most personal possessions and hard-earned savings to go after your day.

At Dodd & Co, we have built up relationships with local and national solicitors and work closely with them and you to ensure that your will is designed in accordance with your wishes and that your affairs are as tax efficient as possible.

Our services include:

  • Estate, succession and Inheritance Tax planning
  • Liaise closely with your solicitor to structure your will and any associated deeds
  • Provision of a professional executor where required
  • Probate and estate administration
  • Dealing with contentious probate and carrying out forensic accounting where required

To find out more please contact Judith Clark, Bevan Osgood or Carrie Taylor.

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Aug 22

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We have been clients of Dodd & Co from when we established our first business in 1983. Throughout our years of working together, as our businesses have evolved we have found their advice to be sound, practical and relevant. This has enabled us to feel confident and secure in the knowledge that we are being looked after in a professional manner in all our financial planning. Being true professionals, they always respond in a prompt and courteous manner to any enquiries regarding the working details of our businesses. Their dedicated staff are always available to assist with any queries which may arise in a working day. We have always been more than satisfied with the guidance we have received from Dodd & Co and would have no hesitation in recommending their services to anyone requiring financial guidance.
-- Malcolm, Dorothy & Andrew Laverick.