Experts in Trust Accounting, Compliance and Taxation
TrusteeWise is a specialist trust accounting and tax firm providing clear, practical support to trustees, beneficiaries, and professional advisers.
Our work focuses on the accurate preparation of trust accounts, compliance with UK tax reporting obligations, and the effective administration of trusts and estates.
Our Services
At TrusteeWise, we are able to assist with:
Preparation of trust accounts and financial statements
Statutory trust registration and compliance
Trust tax returns and submissions to HMRC
R185 forms for distributions to beneficiaries
Support for beneficiaries, including R40 tax reclaims
Estate accounts and estate tax filings
Advice and assistance opening and maintaining trust bank accounts
SDLT advice for trustees on property transactions
About TrusteeWise
At TrusteeWise, we advise on the accounting of UK and international trusts, including underlying structures, and handle trust registrations, tax returns for the UK trusts, HMRC correspondence, and beneficiary reporting.
We also assist beneficiaries with their personal tax position, including reclaiming tax where appropriate, and prepare estate accounts and estate tax returns.
At TrusteeWise, our team brings many years of specialist experience in trust accounting and taxation. We are part of the Ormerod Rutter accountancy group with over 300 employees, a respected firm established over 40 years ago, giving our clients the benefit of deep technical expertise backed by long-standing professional infrastructure.
Meet the team
Nick Farmer
Nick is a member of both the ICAEW and STEP with many years of experience from living in multiple jurisdictions around the world. This has enabled him to have a varied knowledge of trust matters especially around accounts and taxation of trusts.
Harry Allen
Harry is a trusted advisor with extensive experience supporting family-owned businesses and managing family wealth matters. He specialises in the strategic structuring of family assets, frequently utilising trusts to preserve and protect wealth for future generations, ensuring lasting financial security and continuity.
Address
Trusteewise Limited,
The Oakley,
Kidderminster Road,
Droitwich, WR9 9AY
Phone
01905 700947
Company number: 16896302