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Piers Claessen, Head of Trusts

Piers advises trustees and beneficiaries on all aspects of the management of trusts, including accounting and taxation issues.

Piers Claessen, Head of Trusts

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Service:

Private Client

Summary

Piers is Head of Trusts at Charles Russell Speechlys. He has over 30 years' experience of advising trustees and beneficiaries on all aspects of the management of trusts, including accounting and taxation issues.

Experience highlights

  • 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

Recognition

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