Trusts and Estates

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.