Trust and probate advice
Get in touch to discuss your tax 01902 585 311 stephanie.churchill@churchilltaxation.co.uk
The Problem
James had completed wills before his death, which left all his estate to his wife Barbara, apart from the nil rate band (NRB), which was left to a discretionary trust.
The Solution
We advised Barbara on the pros and cons of leaving the trust in place. She decided the trust wasn’t needed and that she’d include it in her will for protection purposes, if necessary.
We advised on the necessary steps to achieve this, and our advice simplified the administration of James’s estate.
Barbara compiled the relevant information, and we completed the IHT400 inheritance tax forms and applied for probate on her behalf.
UK TAX
ADVICE
Based in Dudley, in the West Midlands, we’ll work with you over the phone or on email, so it doesn’t matter where you are in the UK or abroad.
Our support can help you whether you’re in London, the South, the Midlands, Wales, the North, or overseas.
With Churchill Taxation, you’ll benefit from the skills of a highly qualified team, combined with a tailored, personal service, ensuring you receive the right advice for you.
PERSONAL
TAX
We’ll review all your personal tax matters to give you peace of mind. Our services include self-assessment tax returns, capital gains tax, offshore tax planning, inheritance tax and personal tax investigations.
We work with a wide range of private clients, from sole traders and entrepreneurs to high net worth individuals (HNWIs), retirees and married couples. With our support, you can be confident your tax matters are in safe hands.
SMALL BUSINESS
SUPPORT
As a small business owner, the word ‘tax’ may fill you with dread.
But it doesn’t have to be that way.
We’re here to take the pain out of your business tax by saving you time and hassle and making sure you don’t fall foul of HMRC rules. Our advisers are trained to deal with all areas of tax that are relevant to your small business. This includes profit extraction, corporation tax for limited companies, VAT and income tax for partnerships.
TRUSTS AND
ESTATES
If you’re a trustee or executor, we’ll work with you to ensure your trust or estate is managed efficiently and correctly.
We can also help if you’re a financial adviser, accountant or solicitor looking for specialist tax advice in relation to trusts and estates.
Our team of experts understand complex tax legislation and are up to speed with the latest developments, so you can rely on our advice.
Latest news
April 14, 2025
The Tax Planning for Media & Sports Stars 2025 event is fast approaching, featuring our Managing Director Stephanie Churchill on the speakers’ line-up.
Part of the Informa Connect Private Client conference series, it offers an essential update for media and sports tax advisers...
April 9, 2025
You may have heard the news Frankie Dettori is filing for bankruptcy. It comes after the jockey was revealed as the previously anonymous taxpayer in a dispute with HMRC.
We look at the background to Dettori’s tax dispute and explain what taxpayers and tax agents can learn from it.
March 27, 2025
While the focus of the Spring Statement 2025 was on balancing the books, the fiscal event wasn’t without tax-related measures, as the Chancellor announced her plans to “close the tax gap”.
We share our summary of the tax plans and our reaction…
