Trusts & Estates

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Trusts

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.

Estates

Whilst we do not provide will writing or probate services, we have built up relationships with both local and national firms of solicitors and work closely with them to ensure that your will is designed in accordance with your financial wishes in the most tax efficient manner.

Our services include:-

  • Inheritance Tax Planning
  • Liaising closely with your solicitor in relation to any financial matters in your estate
  • Carrying out forensic accounting investigations under instruction on contentious estate matters such as tracing assets or distribution of funds.
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Jun 20

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Heidi's efficiency and response time is impressive! No matter who you speak to on the phone, everyone is lovely and helpful. Heidi is great - always helpful no matter how big/small the question and fantastically knowledgeable.
-- Susie Rowley