Transforming the business of trusts

Accessing the most up to date advice on the tax consequences of trusts can be expensive and time consuming - now you can transform your business - significantly increasing fee margins, reducing costs and boosting efficiency

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Sign up today for Trust Referencer, a unique low cost online software tool that will enable you to quickly advise on the taxation of trusts at the touch of a button.

Our unique subscription tool allows you access to the latest information on the taxation position of UK Inter Vivos and Testamentary Trusts. Authored by experts, Trust Referencer has been developed by Arken.Legal, the leading supplier of expert Will systems internationally.

Trust Referencer is for:

  • Solicitors and Legal Advisors

  • Trust and Will Practitioners

  • Accountants and Tax Advisers

  • Financial Advisers

Trust Referencer offers confidence in the complex world of trust taxation.

By simply selecting the criteria applicable to a particular trust type, detailed information is displayed as to how, at its differing stages, the trust is treated for IHT, CGT and income tax. A Trust Report can be downloaded and retained as a ‘snapshot’ of tax considerations at the prevailing times.

Why Trust Referencer?

Trust Referencer provides information on the taxation of trusts at the touch of a button, saving hours of research. In addition, Trust Referencer provides guidance on the suitability of a range of the most suitable trusts for consideration of your clients’ needs. The low annual subscription offers the user the following benefits:

  • Simple to use
  • Increases productivity
  • Improves professional standards
  • Reduces time spent on expensive research
  • A sure-footed guide to a complex area
  • An invaluable training tool