Trusts & Estates
Accounts, tax returns and distributions handled carefully, with responsibilities explained in plain English.
What you usually need
Three clear areas—without a long list of accounting terms.
Accounts & IR6 return
Prepare the annual records and income-tax return.
Distributions
Record beneficiary income and allocations accurately.
Trust information
Organise the additional records and disclosures required.
What’s included
Trusts and estates commonly use the IR6 income-tax return.
Trusts & Estates
Starting price for a straightforward active trust. Estates, investments, distributions and disclosure complexity may require a tailored quote.
Get a fixed quoteCommon questions
Short answers to the questions people commonly search before contacting an accountant.
A trust with filing obligations generally uses an IR6 income-tax return and provides beneficiary and other required information.
A deceased estate may use an IR6 estate or trust income-tax return while it is being administered. The exact obligations depend on the estate.
Tax treatment depends on whether an amount is beneficiary income, a taxable distribution or another type of payment. We help classify and report it correctly.