Michael manages a portfolio of approximately 130 family trusts, both UK and offshore, dealing with the day-to-day administration of the trusts and preparing the annual accounts and tax returns.
He also deals with the tax compliance issues for approximately 35 individuals, preparing their annual tax returns and advising them of their income tax and capital gains tax liabilities.
In addition, Michael is also involved in advising clients on various tax planning issues, including CGT and IHT mitigation.
Michael also assists the probate team in dealing with trust issues arising from deceased estates.
Experience
Examples of experience include:
- Tax planning for individuals using trusts
- Preparing trust and individual tax returns
- Preparing annual trust accounts
- Terminating trusts and distributing to beneficiaries.
