Bespoke estate, trust and inheritance tax planning and management in London, Kent and Sussex

Managing trusts, planning estates or handling a loved one’s affairs can be both challenging and emotionally overwhelming.

If you’re looking to protect your wealth and ensure your family’s long-term financial security, we’re here to guide you every step of the way. Our trusts and estates specialists are well versed in the ongoing management and administration of trusts and estates, providing tailored advice that is not only right today but also supports future plans.

At Kreston Reeves, we have extensive experience in trusts and estate planning, dealing with family wealth transfer, as well as catering to the ever-changing needs of beneficiaries. With tax regulations becoming more complex and financial implications increasingly intricate, having a trusted advisor by your side is essential. Our dedicated team offers practical guidance that helps you navigate these areas with confidence, combining in-depth knowledge of trust taxation, trustee administration and management, estate planning and probate with decades of experience.

If you’re managing a loved one’s estate, we’re here to provide clarity and support when you need it most. We understand that this is a difficult time, so our focus is on giving you peace of mind that everything is being handled correctly, efficiently and with the utmost care.

How our trusts and estates services can help you

Kreston Reeves has developed a strong reputation in the market, for engaging in all manner of trusts and estates, including complex trusts and estates. This has involved acting as trustee for a trust whereby the family are in disagreement or trusts which have become administratively untidy, we look for a workable and robust solution to solve any manner of trust and estate issues. Our broad range of tailored trusts and estates services include:

  • Professional Trustee services
  • Trust registration service
  • Compliance trustee tax returns
  • Trustee accounts
  • Trustee administration
  • Trust tax advice and planning
  • Setting up a trust
  • Dissolving a trust
  • Estate administration
  • Deceased estates and probate
  • Inheritance tax planning
Trusts, estates and inheritance tax planning and management - London, Kent and Sussex - Kreston Reeves

The benefits of our inheritance tax, estate planning and trust management services

Our dedicated team of personal tax specialists provide tailored services to meet your specific needs and goals, offering a range of benefits including:

  • Take advantage of our proactive tax team providing innovative tax efficient solutions
  • As a full service accountancy firm, we can look at your individual needs holistically, bringing in additional teams and specialists, basing all of our advice on a thorough understanding of your circumstances and goals
  • Our experienced tax planning specialists can guide you through the increasingly complex tax regimes for trusts, the financial implications of estate planning and the complexities of dealing with a deceased’s estate administration and probate
  • If there are overseas implications, we will use our international tax expertise and membership of Kreston Global, to provide seamless, cross border advice
Kreston Reeves provides global accountancy services to our international clients. As international accountants, we can provide global accountancy services to your organisation.

Do you have international tax requirements?

Our support for you doesn’t stop at the border. From North America to Asia Pacific, in more than 120 countries across the globe, our global network of international tax specialists can provide seamless guidance on your international tax matters.

Discover our global network

Whilst you may be looking specifically for trusts and estates focused tax services, there are typically a range of related services which work hand in hand that we can also provide help with. Below you will find some of the most common accountancy services we provide that our trusts and estates clients also benefit from:

Personal tax

Legal services

Financial planning

Wealth management

This is not an exhaustive list, and as a full service accountancy firm we can help you and your business with our full spectrum of support. Please contact us today to discuss your needs in more detail.

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Get in touch

Let us help protect your family’s financial future. Contact us today to learn more about how our personal tax specialists can help you.

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Testimonials from our trusts and estates clients

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Leading our trusts, estates and inheritance tax delivery team

We have offices throughout London, Kent and Sussex with people from across all of our service delivery teams. Where ever you are located, our experts will be able to help provide the services you need to achieve your goals and objectives.

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