Trusts and Estate Tax

Specialist Guidance for Trust and Estate Tax Matters

Trusts and estates are subject to complex and often highly technical tax rules. From registration requirements to inheritance tax reporting, managing these responsibilities correctly is essential to remain compliant and protect family wealth. At Maratax, we provide specialist advice and practical support for trusts and estates, ensuring accuracy, compliance and peace of mind during what can often be sensitive and difficult times.

Trusts and Estate Tax Services

All UK trusts and certain estates must register with HMRC’s Trust Registration Service. We can handle the full registration process, ensuring accurate completion and timely submission so that your trust or estate meets all legal requirements.

Trusts may be subject to inheritance tax charges on entry, at the ten-year anniversary, and upon exit. We prepare the required IHT100 forms and calculate the tax due, ensuring compliance while helping you manage liabilities as efficiently as possible.

When an estate is liable for inheritance tax, completing the IHT400 form correctly is crucial. We prepare and submit these forms with precision, ensuring that HMRC receives a clear and accurate account of the estate’s assets, liabilities and reliefs applied.

Following a death, estates often require careful calculation and payment of inheritance tax before distribution to beneficiaries. We manage the tax aspects of estate administration, providing detailed calculations and support with paying IHT due, easing the administrative burden at a difficult time.

Book a Consultation Today

Whether you require help with your personal tax return, business accounts, or strategic tax planning, Maratax is here to guide you.