Self Assessment Tax Returns prepared and submitted from Sixpenny Handley, Dorset

Help for Trustees and Executors

We provide accounting assistance to the trustees of a trust, whether it is a life interest trust or a discretionary trust, and also to the personal representatives/executors of a deceased's estate. We understand this can be a very difficult time and we are here to guide you with a sympathetic and caring approach.

We meet with the trustee, personal representative or executor personally at a time that suits you as we appreciate you may be unable to meet during normal working hours. We can offer evening and weekend appointments.

The CBA team pride ourselves in building relationships with our clients which in turn means we are aware of your overall goals and aspirations and can identify any relevant opportunities.

Services offered include:

  • Preparation and submission of the annual Tax Return to HM Revenue & Customs.
  • Completion of any Inheritance Tax Returns required.
  • Completion of your trust or estate accounts.
  • Calculating any Capital Gains Tax due on the disposal of an asset.
  • Inheritance Tax planning.
  • Assist the surviving spouse with day to day financial matters which may be new to them.
  • Tax investigation insurance - 

If you would like a personal approach to tax compliance and planning then please contact one of the team at CBA Services Limited.