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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Dec 13

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Personal service.  After all the years of dealing with Dodd & Co and being a small business, Alan is still always prepared to deal with any enquiries we have himself, where others might pass you on to someone lower down the ranks.
-- John Johnson