Trust and estate work, with the documents beside the tax
You hold the figures and the family's confidence. Azmora keeps the will, the trust deed, the inheritance tax position and the dates on one file. They stop living in spreadsheets and diary notes.
- A trust never stops producing datesICAEW, TAXguide 1420: Trust Registration Service
- The tax question comes before the will doesGOV.UK, Inheritance Tax on unused pension funds and death benefits
- Probate is reservedICAEW, accountants and legal services
What it costs you today
A trust never stops producing dates
A trust within Self Assessment must be confirmed or updated on the Trust Registration Service by 31 January after the tax year. A relevant property trust also meets an inheritance tax charge every ten years. Miss one and the cost lands on trustees you advise.
The documents are held somewhere else
The will or trust deed that created the position sits with a solicitor, and the figures that depend on it sit with you. Reconciling the two is your time, and it is rarely billed.
The tax question comes before the will does
Clients ask what a gift will cost before anyone has drafted the will. From 6 April 2027 unused pension funds count towards the estate, with personal representatives liable for the tax, which makes the question more common.
Source: GOV.UK, Inheritance Tax on unused pension funds and death benefits
Probate is reserved
ICAEW is an approved regulator and licensing authority for probate. Without that authorisation, preparing probate papers for a fee is a criminal offence.
What Azmora does about it
On every trust
Azmora reminds you of the next ten-year anniversary and any unfiled IHT100. The dates sit on the client's file, not in your diary.
When the client asks what it will cost
The estate planning tab models the client's death and, for a couple, the survivor's, and sets out options with the saving each would make. These are points for the adviser to decide on, not advice to the client, and the client never sees them.
When your firm drafts as well
Wills, LPAs and trusts sit on the same client file as the tax position, with the same checks.
If your firm is licensed for probate
Azmora drafts the application, checks whether the estate is excepted and works out the headline inheritance tax figure. You review and file.
Documents for this: Trusts, Wills, Declaration of Trust, Probate
Where Azmora stops
- Azmora does not file with the Trust Registration Service or HMRC, and it does not give tax advice.
- Wills, LPAs and trusts are not reserved activities, but your professional body's rules and your insurance cover still apply. Check both before offering legal work.
- Azmora is for practices that draft or administer, not for preparing tax returns.
Questions you would ask
Can an accountant draft a will?
Does Azmora submit trust registrations?
Is the inheritance tax modelling advice?
Azmora is also for legal firms, licensed conveyancers, financial advisers, trust and estate practitioners, will writers and islamic wills practices.
Page updated 14 October 2026.
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