Understand your position
Bring together information about assets, ownership, income and your objectives to identify the questions that need attention.
Services / Trust & Estate Planning
LUNDENWIC • Trust & Estate Planning
Discuss the tax and accounting aspects of trusts, estates and succession, with work scoped around your circumstances and coordinated with your other advisers where appropriate.
The online calculator covers standard company pricing bands. Personal tax and specialist services require a tailored quote.
HOW WE CAN HELP
Bring together information about assets, ownership, income and your objectives to identify the questions that need attention.
Discuss relevant tax considerations and the accounting or reporting support needed for a trust or estate.
Set out the next steps and, with your permission, work alongside solicitors or other advisers where their input is needed.
Your final quote confirms the services included, responsibilities and any additional fees.
WORKING TOGETHER
We discuss your circumstances, records and the support you need.
You receive a clear scope before the engagement begins.
We agree how information will be shared and keep you involved in the work.
GETTING ORGANISED
We will confirm the exact information needed. These records help us understand your requirements.
YOUR QUESTIONS
These are not included in this general tax and accounting service. Legal drafting, probate and other specialist work need separate agreement with an appropriately qualified provider.
Share the trust documents and explain what support you need. We will first confirm the scope and whether additional specialist input is appropriate.
No. Advice depends on the facts, your objectives and the rules applying at the time. We will explain the basis and limitations of any proposed work.
Use our Instant Quote page for an indicative estimate where available, or contact our team. Specialist and additional work is assessed separately before a final fee is agreed.
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