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.
Our trust services
Trusts
*Filmed June 2026, for updated and bespoke advice, speak to the team
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 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
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Trusts
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.
See all insights
Call us on 0330 057 6265 for a no-obligation chat