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  • Trustee file review – do you have any tax skeletons in the closet?

    10 September 2015

    Andy Wood

    Recently we completed a file review of a well-established international trust and corporate services provider. Many of the files we examined had been as a result of consolidation amongst providers and many cases had not engaged tax advice for several decades. Significant changes to the assets and the beneficiaries (including one or two family members now being UK resident!) had obviously happened over this time.

    We would be more than happy to offer such a service to other Trust providers who have undertaken similar expansion plans and are perhaps unclear as to the tax position of some of these new cases.

    Please let us know if you would like any further information.

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    Please provide as much detail as possible in regards to the reason for your enquiry so our tax advisers can prepare and tailor their response to reflect your needs. We will endeavour to - respond / call you back - to discuss your enquiry and you will not be charged for this time.

  • This field is for validation purposes and should be left unchanged.