Rutton & Co have long experience in dealing with both solicitors and their audit requirements and also with trust work. The taxation of trusts in particular is specialised and not often met by some practitioners. Rutton & Co also offer trustee services where required and this is particularly useful in terms of vulnerable or under-age beneficiaries.
- Solicitors Accounts Rules (SAR): advice and audit.
We are authorised by the institute of chartered accountants in England and Wales to carry out audit work including accountants reports under the solicitors accounts rules.
- Trust work and returns
We have experience in all types of trust taxation compliance work. Tax planning using trusts in appropriate circumstances is a speciality.
- Trustee services as required
We act as trustees in a number of situations including charitable work, and as trustees for vulnerable and under age individuals.
- General advice: Is this the best structure?
Both solicitors and Trusts have several different options available in terms of structure. These vary enormously in terms of how efficient they are for both tax and legal objectives. Getting the right structure from the beginning will, obviously, save time, trouble and cost further down the road.
- Tax work and advice: Income tax; CGT; IHT
Whatever your tax concerns, whether direct tax compliance under self assessment or whether indirect tax or other financial advice, we should have a good answer for you.
- Year end tax planning
All clients will be prompted towards the end of the tax year to consider the savings on offer by ordering your affairs in February and March, that is, before the end of the tax year, and before it’s too late!
- Annual compliance and accounts
Of course we do the basics of compliance for you, and often this is all the client sees or wants. But with all situations you will receive advice and tax planning, as part of a seamless process of accounts and tax return preparation.