A professional reviewing documents with a calm client in a legal or financial office setting.

Trust & Estate Tax Returns

Specialist support for trustees and executors managing complex tax responsibilities.

A professional reviewing documents with a calm client in a legal or financial office setting.
Tax returns made simple

Expert Support for Trust & Estate Tax Returns

Trusts and estates come with complex tax responsibilities, but you don’t have to manage them alone. We provide expert guidance and reliable filing services for Trust and Estate Tax Returns (SA900), ensuring everything is handled correctly and on time.Whether you’re administering an estate or acting as a trustee, we help you meet your obligations with clarity and confidence.

End-to-end service

What Our Service Includes

  • Preparation and submission of SA900 Trust & Estate Tax Returns
  • Income and Capital Gains Tax calculations
  • Advice on distributions and beneficiary tax reporting (R185s)
  • Support with inheritance tax reporting and compliance
  • Liaison with HMRC on your behalf
A close-up of tax return paperwork, calculator, and trust documentation on a desk.
Who we support

Who We Help:

  • Trustees managing ongoing or discretionary trusts
  • Executors administering a deceased person’s estate
  • Solicitors or family members acting in a personal capacity

Why Choose Shoreline Accountants:

We offer clear, straightforward advice in what can often be a sensitive and complex area. With our support, you can fulfil your legal responsibilities with peace of mind.

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Contact Us

Contact us today to get a free consultation.

Learn more about how our accounting services can benefit your business. We look forward to hearing from you and helping you achieve financial success!

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