Clients require our taxation services for a wide variety of reasons including estate planning, asset protection or as part of the tax efficient structuring of their affairs. We are able to offer a first class UK tax compliance service to offshore entities, including:

Tax Compliance for Offshore Trusts

  • The preparation of stockpiled gains calculations, including relevant income, offshore income gains and the matching of capital payments to such relevant income or gains
  • Completion of the various relevant UK tax forms and computations and liaising with HM Revenue & Customs (this includes Trust Tax Returns, Inheritance Tax Returns and NRCGT returns)
  • Registration of trusts under the UK Trust Register
  • Estate and Inheritance Tax planning in consultation with a UK tax adviser

Tax Compliance for Offshore Companies and Funds

  • The preparation of Annual Tax on Enveloped Dwellings (ATED) returns
  • Calculation of UK Capital Gains Tax on sales of interests in UK property (NRCGT) and preparation of the appropriate returns
  • The preparation and completion of other relevant UK tax forms, including non-resident company income tax returns and computations
  • For offshore funds, initial application for reporting fund status with HMRC and preparation of annual reporting requirements, including drafting suggested reports to investors

Contact Us

Mark Le Ray

Director, Guernsey

Key experience
Mark is a chartered tax adviser and qualified accountant. He deals with all aspects of Guernsey and UK tax, with...