Call us on 01228 711888 Menu

David Allen’s Trust Team



Posted: March 23rd, 2012

At David Allen we have specialist expertise in meeting the Accounting and Taxation requirements of Trusts and Estates.  Our Trust Team has close relationships with a number of solicitors, both locally and nationwide, and is here to give you the right advice.

All Executors, Administrators and Trustees are under a duty to account to the Beneficiaries for the way in which they manage the assets that are placed under their control.  This requires complete, accurate and understandable accounts prepared in line with the STEP Accounting Guidelines.

Precise accounting figures enable the Trustees to manage the Trust effectively by having details of the financial position of the Trust to hand and are a means of providing the information needed to prepare accurate Tax Returns for the Trust and the Beneficiaries each year.

Robert Nordon specialises in the preparation of accounts for Trusts and Estates and heads up our team of Accountants in this field.  Robert and his team have a wealth of experience working with the STEP Accounting Guidelines and will ensure your accounts are prepared to the highest standard.

The Tax legislation surrounding Trusts and Estates is complex.  Louise Thomson, Chartered Tax Adviser and member of STEP, supervises our Tax Specialists in this field and is therefore well placed to ensure that you meet the intricate Taxation and Compliance regulations.

Our Trust Team can offer a cost-effective solution to the Accountancy and Taxation needs of your clients giving you more time to do what you do best.  If you are interested in discussing this further, please do not hesitate to contact Robert Nordon.

View previous years entries