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Trust & Estate Tax Returns

Our Trust & Estate Tax Return Service

Filing and submitting Trust & Estate Tax returns can be both a lengthy and complex process. This is why it is advisable to have a qualified and experienced professional guide you through the process. Since our inception in 1969, we’ve submitted countless trust and estate tax returns on behalf of our clients.

There are many different types of trust, and the amount of tax you pay will depend on the type of trust you have. The main types of trust are:

As a trustee, you are responsible for reporting and paying tax on behalf of the trust. All trusts must be registered with HMRC to pay income tax and Capital Gains Tax. As tax returns go, this certainly isn’t one of the simplest to complete, especially if you have multiple trusts of varying kinds. Though of course, we can help –  leaving the return to us will ensure that everything is handled correctly and compliantly.

Features & Benefits

By allowing us to assist you with the preparation and submission of your trust & estate tax return, you can rest assured that you’ll:

For these reasons and more, we’re confident that you’ll love our Trust & Estate Tax Returns Service. This can be a one-off service, we don’t need to be your accountant in order to submit your return.

How We Work

We deliver our Trust & Estate Tax Return service quickly, efficiently, and most importantly, professionally. Once you get in contact, we’ll offer you a free, no-obligation consultation where we can discuss your current situation and anything else pertinent to us conducting the return. We can hold this informal meeting over a cup of coffee at any one of our five offices, or alternatively, we can save you the trip and come to you.

Should you agree to use our service though, you’ll benefit from all the perks of being an Aston Shaw client! All Aston Shaw clients are assigned a Client Manager who will be their sole point of contact, meaning you can build a meaningful relationship with someone who really understands your business rather than dealing with lots of people and never really establishing an all-important one-on-one relationship.

As a client of Aston Shaw, unlimited advice and support come as standard. You can call, email or pop into any one of our offices as much as you like and we’ll always do our very best to assist you. We suspect, however, that once you’ve visited our office and had a barista style coffee or one of the many cold drinks we have on offer, popping into our office to meet with your Client Manager will be your preferred mode of contact!

Our prices are always fixed fee and our payment methods are always flexible. Whether you would rather pay all in one go or spread the costs over the course of 10 months is completely up to you. We always strive to make things as convenient as possible for our clients.

Why Choose Us

Complementary Services

Other services you may be interested in include:

Find Out More

To find out more about our bookkeeping service, get in touch with one of our friendly staff members by clicking the button below.

Do You Still Need to Submit a Self-Assessment Tax Return?

October 2017

HMRC engraved on stone building

Are you one of the two types of people no longer required to submit a self-assessment tax return? Simple Assessment first took effect in September 2017, which means some taxpayers no longer need to disclose information about their income via a self-assessment tax return. The term ‘Simple Assessment’ may ring a bell, it’s a term […]

Read more
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