Trusts, estates and specialist tax in Cambridge

Clear, careful support with more complex tax matters

Q: Can you help with trust tax returns?

Yes . We can support trustees with trust tax returns, reporting requirements and understanding their tax responsibilities.

Q: Can you help executors with estate accounts?

Yes . We can assist with estate accounts and related financial information during the estate administration process.

Q: Do you provide inheritance tax advice?

Yes . We can help clients understand inheritance tax considerations and provide practical guidance based on their circumstances.

Q: Can you help with capital gains tax?

Yes . We can advise on capital gains tax and help with reporting where assets such as property, shares or investments have been sold or transferred.

Q: Do you work with families as well as individuals?

Yes . We support individuals, families, trustees and executors with tax matters that may involve family wealth, inheritance, property or estate planning.

Q: Do you offer fixed fees?

Yes . Wherever possible, we agree fixed upfront fees before work begins, so you know what to expect.

From trusts and estates to inheritance tax considerations and specialist personal tax advice, Liston Accountants provides professional, practical support across Cambridge and Cambridgeshire.

Speak to the team

Specialist tax support made clearer

Some tax matters need a more careful and considered approach, especially when they involve trusts, estates, inheritance tax, family wealth or more complex personal circumstances.

At Liston Accountants, we provide clear, professional support to help individuals, families, trustees and executors understand their responsibilities and manage tax matters with confidence.

We know these areas can feel sensitive, technical or difficult to navigate. Our role is to explain things clearly, help you understand what needs to be done and provide practical advice tailored to your situation.

Who we support

We provide trusts, estates and specialist tax support for clients across Cambridge and Cambridgeshire, including:

Individuals with complex tax affairs

Support where your personal tax position involves multiple income sources, investments, property, capital gains or other considerations.

Families planning ahead

Practical guidance around tax considerations linked to family wealth, inheritance and future planning.

Trustees

Support with trust tax returns, reporting responsibilities and understanding ongoing tax obligations.

Executors and estate representatives

Help with estate accounts, tax reporting and the financial information required during estate administration.

Landlords and property owners

Specialist tax support where property income, disposals, capital gains or inheritance planning are involved.

Clients needing inheritance tax guidance

Clear advice to help you understand potential inheritance tax considerations and available planning options.

How we can help

Trust tax support

We can assist trustees with trust tax returns, reporting requirements and understanding the tax responsibilities connected with managing a trust.

Estate accounts

We can help prepare estate accounts and related financial information, supporting executors and estate representatives through the process.

Inheritance tax considerations

We provide practical guidance to help clients understand inheritance tax exposure, reporting requirements and planning considerations.

Capital gains tax

We can advise on capital gains tax where assets such as property, shares or investments have been sold, transferred or inherited.

Property tax matters

We support clients with tax matters linked to rental property, property disposals, ownership changes and related personal tax considerations.

Specialist personal tax advice

Where your personal tax position is more complex, we can help you understand your options and plan ahead with greater confidence.

Why choose Liston Accountants for specialist tax support?

Clear explanations

We explain complex tax matters in plain English, helping you understand what needs to happen and why.

Careful, professional advice

We take a considered approach to sensitive financial and family matters.

Personal service

We take the time to understand your circumstances and provide advice that is tailored to your situation.

Specialist tax knowledge

From trusts and estates to capital gains and inheritance tax, we provide informed support for more complex tax needs.

How it works

Get in touch

Call or email us to explain the support you need.

We understand your circumstances

We’ll take the time to understand the background, your responsibilities and any important deadlines.

We review the information required

We’ll explain what documents, records or financial information may be needed.

We agree fees upfront

Before work begins, we’ll confirm the scope of support and agree fees clearly wherever possible.

We provide clear, practical support

We’ll help you manage the relevant tax work, explain the position and guide you through the next steps.

Trusts, estates and specialist tax FAQs

A few helpful answers about our trusts, estates, and specialist tax services for clients across Cambridge and Cambridgeshire.

Can you help with trust tax returns?

Yes. We can support trustees with trust tax returns, reporting requirements and understanding their tax responsibilities.

Can you help executors with estate accounts?

Yes. We can assist with estate accounts and related financial information during the estate administration process.

Do you provide inheritance tax advice?

Yes. We can help clients understand inheritance tax considerations and provide practical guidance based on their circumstances.

Can you help with capital gains tax?

Yes. We can advise on capital gains tax and help with reporting where assets such as property, shares or investments have been sold or transferred.

Do you work with families as well as individuals?

Yes. We support individuals, families, trustees and executors with tax matters that may involve family wealth, inheritance, property or estate planning.

Do you offer fixed fees?

Yes. Wherever possible, we agree fixed upfront fees before work begins, so you know what to expect.

Speak to Liston Accountants about specialist tax support

Whether you need help with trusts, estates, inheritance tax, capital gains or more complex personal tax matters, our friendly Cambridge team is here to help.