Mark Barnaby - Trust and Tax Advisor

Mark is experienced in all aspects of the administration and taxation of trusts, with particular expertise in the preparation of tax returns and accounts.

Services provided include:

• Dealing with all aspects of the day to day administration of trusts on behalf of the trustees;
• Producing annual trust accounts for approval by the trustees;
• Completing annual trust tax returns and submitting them to HM Revenue & Customs;
• Preparing statements of trust income (R185) for trust beneficiaries;
• Completing inheritance tax accounts;
• Payment of the trustees’ tax liabilities;
• Cashflow statements and cashflow forecasts;
• Personal tax returns and tax repayment claims.
• Association of Taxation Technicians (ATT)