Trust services
Trusts remain a valuable tool in Estate, succession, and wealth planning, not just for tax efficiency, but for long-term asset protection and intergenerational planning
At Wilson Partners, we work with individuals, families, and trustees to unlock the full potential of trust structures. Whether you’re setting up a new trust, managing an existing one, or looking to wind it up, our team brings clarity and support at every step.
We go far beyond annual compliance. Our role is to support trustees in the day-to-day management of trusts while identifying smart planning opportunities – keeping you informed, in control, and confident in your decisions.
Want to know more about trusts? Get in touch with Sonia Munder - Tax Director.
How we can help
Our team of trust specialists can support you with:
Strategic use of trusts in succession and estate planning
Tax advice covering Income Tax, Capital Gains Tax, Inheritance Tax, and Stamp Duty
Registration of trusts with HMRC (TRS compliance)
Preparation of annual trust tax returns and CGT returns
Preparation of trust accounts
Tax advice on distributing trust income
Beneficiary tax reporting, including R185s and R40 repayment claims
Tax advice and calculations for 10-year anniversaries and exit charges
IHT return preparation
Tax advice on distributing trust assets and winding up trusts
Our trust services
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Sara Pedrotti
Associate Director
Sonia Munder
Tax Director
Sarah Clarke-Rae
Tax Director
Rachel Bowden
Tax Manager
Louise Jones
Tax Manager
Gordon McCaw
Tax Director
Ben Fiddes
Tax Manager
Need some advice? Click here to fill in our enquiry form
Together thinking
Budget 2025: What it means for business owners and entrepreneurs – personally
The Chancellor may have avoided sweeping changes to business taxes in this year’s Autumn Budget, but that doesn’t mean business owners and entrepreneurs got off lightly.
Non-dom status: What’s changed
As of 6 April 2025, the UK scrapped its long-standing non-dom tax regime. While this marks the end of an era in how foreign income and gains are taxed, the reality is more nuanced.
UK scraps non-dom regime: What’s changed and what you need to do
If you’re a non-dom or internationally mobile individual, the UK’s tax landscape has undergone a significant shift. As of 6 April 2025, the domicile-based system and remittance basis has gone. In its place, a new residence-based system is now in effe…
FIG regime
The regime that provides for these reliefs for qualifying new residents is known as the FIG regime. Individuals with foreign employment income who are eligible for the FIG regime may also be able to claim relief in respect of their foreign employment…
See all insights
Call us on 0330 057 6265 for a no-obligation chat