Trusts and Estates

At Moorgate, our expert tax team provide a comprehensive tax preparation service for Private Client Solicitors and Individuals who require tax advice or returns.


Trusts & Estate Services

At Moorgate, our experienced professionals combine their technical expertise in trusts & estates with an understanding of the complexities of life. We take time to understand your specific circumstances, family situation, business and financial arrangements. With this knowledge we can then advise on how you can best achieve your goals through the creation of a trust, charity or other tax efficient planning.

We deal with tax planning, up to date of death tax returns, estate tax returns, trust tax returns, capital gains tax and inheritance tax compliance.

On the death of a loved one, we act with sensitivity to help executors meet the demands made of them, relieving some of the burden at such a difficult time, as well as ensuring that the estate’s affairs are handled in an efficient and timely manner.




Get your accounts up to speed with a finance check from one of our experienced accountantsAccounting »


Our independent, friendly audit team are ready to work with your internal team for maximum resultsAudit Services »


Bookkeeping errors can be costly – trust our team with your data for total pease of mindBookkeeping »


Deductions and withheld payment submissions, authorising sub-contractors and dealing with CISCIS Calculations »

Trusts & Estates

Our expert tax team provide a comprehensive tax preparation serviceTrusts, Estates & Tax Planning »


Our payroll experts are able to offer a full and flexible approach to payroll servicesPayroll Services »

Personal Tax

Our expert tax team ensures you pay the correct amount of tax for all aspects of personal taxPersonal Tax »

R&D Credit

Eligible for R&D tax credits? We can help you identify your eligible projects and maximise your claimR&D credit »


VAT and Making Tax Digital (MTD) – contact us to find out how our online systems can help you get it rightVAT Services »
At Moorgate, we pride ourselves on helping your business grow, no matter how small or how big.

Let our team help yours – it’s what we do best.