Trusts and Estates

Do you have a trust? Are you thinking of setting up a trust? Are you worried about inheritance tax? If yes, Ballard Dale Syree Watson LLP have the expertise to help you.

We have an experienced tax team who ……..

• Deal promptly and accurately with self assessment tax returns and accounts.
• Prepare capital gain calculations and explain how to reduce this tax cost.
• Complete inheritance tax returns.
• Advise on Wills and how to reduce the inheritance tax paid by your estate.
• Advise on trustee’s duties and on the transfer of assets out of a trust.

We have a highly qualified team who act for trusts and estates:
Our dedicated team has many years experience and routinely deals with both onshore and offshore trusts. At Ballard Dale Syree Watson LLP we believe in providing a high level of service.

We keep our clients informed:
We act quickly when there are changes to tax law and advise our clients on their options. We believe in giving timely advice and enabling our clients to make informed choices. We help our clients with tax planning: We advise our clients on the best way to structure their trust and on the many reliefs and elections that they can use to reduce tax costs.