Family Tax Planning

Inheritance and Trust Accountants

At Wellden Turnbull, we provide family and children tax planning advice that will help you with your financial planning and your capital tax obligations.

Other Accounting Services

Financial planning and tax advice for the family

Everyone in your family is entitled to tax allowances. It is important to understand what these allowances and reliefs are, as doing so can help you create a plan that benefits everyone. Indeed, it can be an important part of your overall financial planning and limiting your personal capital tax obligations.

At Wellden Turnbull, we have years of experience providing financial planning advice for the whole family. We can provide advice on the best options for your children, taking into account the specifics of your family situation, your finances, and the tax allowances available. We can also take care of your children’s own tax issues over time and can even advise on the best pension strategies available from birth to adulthood.

Family Trust accountants in Surrey and London

We work throughout London, Surrey and the surrounding areas to provide families with the advice that they need. Our team has extensive experience in all forms of tax planning and would be happy to help with any questions or queries you have.

Trust and Inheritance Tax Planning

We understand the challenges that families face in terms of inheritance tax – it can prove very difficult and costly. However, smart financial planning and understanding the range of investment opportunities available can be an important step in keeping your inheritance tax obligations as low as possible. In some instances, we have helped beneficiaries avoid inheritance tax liabilities entirely.

Of course, there are a number of factors to consider when it comes to inheritance tax obligations such as the size of your estate as well as available income and the nature of the assets. As such, it is vital to get advice that is relevant to your specific situation. This is why we take the time to get to know our clients and their needs.

Some of the ways that Wellden Turnbull can help include:

Setting up a trust – including liaising with legal advisors
Providing a trust tax compliance service – including HMRC correspondence and returns
Advising trust transfers – drafting hold-over relief documents etc.
Developing tax strategies – using trusts as asset protection structures
Advising on private investments and pensions accounting – including the suitability of conduit trusts
Supporting vulnerable beneficiaries – in all their trust dealings

If you are interested in learning more about the range of services Wellden Turnbull can offer, please don’t hesitate to get in contact with our team today.

What Our Clients Say

    
 
 
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   Parvathy Anju 
 
 
 
  I would like to share some very positive feedback on our auditors, Wellden Turnbull, and, in particular, our lead auditor, Bobbi-Jo. The firm has consistently demonstrated the highest levels of professionalism, diligence, and expertise throughout our audits and in providing strategic advice.
Bobbi-Jo has been truly exceptional, going above and beyond to ensure our requirements are met, often working tirelessly — including long hours — to deliver accurate, timely, and thorough results. Her attention to detail, responsiveness, and commitment to supporting our business make a real difference, particularly in navigating complex matters.
I would also like to highlight the excellent work and support of Robin John and Emma Green, who have been consistently thorough, reliable, and professional, providing valuable insights and guidance in both audit and tax-related areas. Together, the Wellden Turnbull team has provided not only technical excellence but also trusted partnership and strategic support.
We are extremely grateful for their dedication and for the outstanding work that Bobbi-Jo, Robin, Emma, and the wider team continue to deliver.
  
 
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   Alaa Zaki 
 
 
 
  I have been a client of Wellden Turnbull (Surrey) for more than 20 years . Very professional team and excellent service . I Like to thank Robin and Charles for all their help and assistance over the years .
  
 
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   Andy Lewis 
 
 
 
  Chris, Emma and the team at Wellden Turnbull have provided a faultless service to us over the last 12 months since setting up our company. Their support has been invaluable, consistently going above and beyond to assist with the growth of our business.
  
 
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   Igor Tikhturov 
 
 
 
  Great experience working with them for the last 7 years. Highly recommend!
  
 
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   Michele Bloomfield 
 
 
 
  I have worked with Wellden Turnbull for approximately 20 years. Chris Plumbridge has been my main point of contact during the majority of this time - he is extremely professional, credible and knowledgeable and I would highly recommend using the firm.
  
 
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   Linda Cant 
 
 
 
  I have seen Sarah Kent on several occasions and have always been welcomed and extremely helpful and efficient .