Tax & Trusts

Trustee Investment

Thomson Shepherd Limited is able to offer technical tax advice on trustee investment. This is essential when offering advice on the complex subject of the investment of trust owned assets. Very few companies have both highly qualified investment staff and specialists who have the experience, and properly understand the complex tax rules which apply to trust cases. This combination of knowledge and expertise can be highly valuable given the sums ordinarily involved in family trust cases.

Inheritance Tax (IHT)

Trust work is normally carried out as part of a wider Inheritance Tax planning exercise. Thomson Shepherd is well placed to help you build a plan which maximises your tax allowances and mitigates Inheritance Tax as far as possible.

General taxation

At inception of an investment plan full consideration is given to the most appropriate ownership of assets to ensure that they are held by the right person (s) and using in full all available tax allowances (income tax , capital gains tax and IHT) and wrappers (ISA, Pension, Offshore Bond or Venture Capital Trust for example).

The Company is also able to use the tax knowledge within the firm to provide advice in elation to the taxation of investments on encashment to ensure that assets are disposed of in the most tax efficient manner.