Trust Referencer is for:
Solicitors and Legal Advisors
Trust and Will Practitioners
Accountants and Tax 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