Trust Review Service
With the trust rate of tax about to go up to 50% (42.5% for dividends) in April 2010, can you afford not to review the Trust's investments? For more information about the taxation of trusts, please see the section under the Financial Planning heading. If you are a professional trustee, have a look at our section under the News heading, for solicitors and accountants. Our service for trustees includes:
- Initial review for new and existing Trusts
- Drafting of an objectives statement - are the assets in keeping with the Trust’s objectives?
- Annual Trust review report
- Liaising with other professional advisers (Trust administrator, Tax accountant)
- Unlimited contact by phone, e-mail, and letter
- Valuations half-yearly, and at any time on request
- Consolidated tax statements at the end of the tax year
- Client Newsletters.
- Occasional client seminars.
Our fee for the initial review will be based on our hourly rate. For ongoing investment advice, our fees will be the same as for Investment Portfolio Management.