We have a dedicated team that specialises in all aspects of trust tax and personal tax compliance and administration. Each member of the team is either STEP or ATT qualified and has previously trained at one of the top five international accountancy firms. The team works closely with the members of our Wealth Management Team who provide support on tax planning or advisory issues. To compliment our advice to clients on the management and structuring of their personal affairs, we can also service their personal and trust tax compliance, administration and accounting needs.

Our clients include high net worth individuals, company directors, beneficiaries of UK trusts, beneficiaries of non-UK resident trusts, sole traders and partnerships.

We provide a range of tax and administration services for UK and non-resident trusts, including income tax, capital gains tax and inheritance tax compliance, trust administration, and accounts. Our services include bookkeeping, facilitating third party payments, and dealing with capital and income distributions to beneficiaries. We also prepare UK self-assessment tax returns and deal with related income and capital gains tax compliance issues. Our team will also prepare annual accounts and provide an independent review of externally managed accounts.

We also offer personal tax services for UK domiciled and resident individuals as well as expatriates, non-resident and non-domiciled individuals. For UK domiciled and resident clients, we will prepare UK self assessment tax returns and deal with all other compliance aspects of self assessment. For our expatriate, non-resident or non-domiciled clients, we facilitate entry and exit meetings, prepare the relevant arrival and departure forms for tax purposes and provide advice on UK resident status.

Sandra Brown
t +44 (0)117 917 3052
sandra.brown@osborneclarke.com