Head of Trusts
Piers has over 30 years' experience of advising trustees and beneficiaries on all aspects of the management of trusts, including accounting and taxation issues.
- Preparing formal accounts for complex trusts and estates and producing financial statements for trustees and beneficiaries
- Dealing with all tax issues arising on self assessment tax returns for trustees, beneficiaries and private individuals
- Completing appropriate tax returns for trusts on the death of the life tenant, and dealing with Ten Year Anniversary charges and Exit charges for Discretionary Trusts
- Completion of Trustees Investment Policy statements in accordance with the Trustee Act and assessing and monitoring investment performance against agreed benchmarks