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Trust & Estate Returns.

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Trusted Tax Support for Trusts and Estates

Acting as a trustee or executor brings responsibility - and a complex set of tax and reporting duties. At Loucas, we help individuals and professional advisers manage trust and estate tax affairs with accuracy and clarity.

Trust and estate tax comes with unique rules and high standards of reporting. Whether you're handling a one-off filing or need regular compliance support, we provide practical, end-to-end support across all areas.

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Compliance, Efficiency, and Peace Of Mind

SA900 Trust & Estate Returns

We prepare and submit annual tax returns, calculate liabilities, and complete R185 beneficiary statements as required.

Income & Capital Distribution Reporting

We track and report investment income, capital distributions, and trust payments accurately and in line with HMRC rules.

Inheritance Tax & Capital Gains Support

We assist with disposals, inheritance-related reporting, and ad hoc queries tied to estate tax liabilities.

HMRC Correspondence & Record-Keeping

We maintain compliance with registration and reporting thresholds, and support clients in responding to HMRC queries as needed.

Why Choose Loucas?

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Accurate and Compliant

We ensure returns are filed correctly and on time.

Support Without the Jargon

We explain what matters in plain English - and guide you through the decisions.

Calm, Professional Service

We handle everything respectfully, especially when the situation involves bereavement or sensitive family dynamics.

Working With You and Your Advisers

We're happy to liaise with solicitors or other professionals to ensure joined-up support and no duplication of effort.

Support for Trustees, Executors, and Families

Wherever You Are, We're Here for You.

Based in Kent with offices across London and the Southeast we work with clients who are local, UK wide and global:

  • Individuals acting as executors or managing family trusts
  • Solicitors requiring estate or trust tax reporting
  • Beneficiaries seeking reassurance that everything is being done correctly
  • Clients managing trusts alongside other personal or business assets

Whether you're familiar with the process or navigating it for the first time, we’ll ensure nothing gets missed.

Trust & Estate Tax Comes with Complexity - and Risk

Trustees and executors carry personal responsibility for meeting deadlines, reporting distributions correctly, and avoiding compliance issues.

It's easy to overlook something - especially when you're unfamiliar with the process or dealing with emotional circumstances.

Our role is to make sure everything is done properly, on time, and with complete peace of mind.

How we work

"Being the Difference" is the Loucas way of working - and the promise behind everything we do.

It means taking time to understand your business and where you're going. It means working side by side - not just showing up when returns are due. And it means helping you prosper, with advice that's practical, forward-looking, and always on your side.

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What our clients say

Book a Confidential Call About Trust or Estate Returns

Whether you're managing an ongoing trust or wrapping up an estate, we'll help you get it right - and remove the stress from the process. Book a Trust & Estate Tax call.