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Gurpreet Khatker, Senior Trust Manager

Gurpreet has been working in the Trust and private client industry for over 10 years, working alongside accountants and solicitors to advise settlors, trustees and beneficiaries on all aspects in relation to the management of Trusts, including accounting and taxation.

Gurpreet Khatker, Senior Trust Manager

Contact Gurpreet Khatker

Service:

Private Client

Summary

Gurpreet has been working in the Trust and private client industry for over 10 years, working alongside accountants and solicitors to advise settlors, trustees and beneficiaries on all aspects in relation to the management of Trusts, including accounting and taxation on the creation, ongoing management, and termination of Trusts. Gurpreet’s portfolio consists of Trusts of varying values, including Landed Estates, UK & Offshore Trusts and charities.

Experience highlights

  • Preparation of Trust complex accounts and tax returns.
  • Inheritance tax and capital gains tax advice on the creation and termination of Trusts for all different types of assets.
  • Inheritance tax planning for families, including the use of various reliefs available.
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