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Halvorsen MeadeAccounting & Advisory

09 · Advisory

Estates, Trusts & Succession

Accounting and tax work for trustees, executors and families planning the transfer of a business or estate across generations.

The context

Succession work sits at the intersection of family intention, legal structure and tax consequence. Our part is to make the financial mechanics clear enough that the family can make the decision, and to coordinate cleanly with the legal advisers who implement it.

Typical scope

  • 01Trust and estate accounts preparation
  • 02Trustee and executor tax compliance
  • 03Modelling of succession alternatives for a family business
  • 04Coordination with legal advisers on implementation
  • 05Ongoing reporting to beneficiaries where required

How the engagement runs

  1. 01

    Position

    We establish the current structure, obligations and reporting cycle.

  2. 02

    Options

    Where planning is in scope, alternatives are modelled with their consequences set out.

  3. 03

    Coordination

    We work alongside your legal advisers so the accounting and legal steps align.

  4. 04

    Ongoing cycle

    Recurring compliance and reporting is run to a fixed annual timetable.

Commonly needed to begin

  • Trust deed or grant of representation, as applicable
  • Asset schedules and prior accounts
  • Details of beneficiaries and distribution history
  • Any legal advice already in place

This is a general indication only; the exact information required depends on the engagement. Sensitive documents are exchanged through arrangements agreed with you, never through this website.

We do not provide legal advice. Legal instruments are drafted by your solicitors; we address the accounting and tax consequences.