We provide a comprehensive end‑to‑end service for Exempt Property Unit Trusts (ePUTs), supporting clients from initial setup through to ongoing compliance and governance. Our services include initial ePUT establishment, where we advise on structure and documentation, working closely with legal advisers and key stakeholders to ensure the trust is correctly constituted from the outset.
Once in place, we deliver ongoing audit, tax advisory, tax compliance, and online filing services, ensuring the ePUT continues to meet HMRC requirements and maintains its exempt status. This includes preparation and review of returns, proactive tax planning, and efficient digital submission of filings to reduce administrative burden. To complement our offering, we partner with industry-leading trustee and trust management firms, providing clients with access to robust governance, experienced oversight, and high‑quality trust administration. Together, this integrated approach gives trustees and investors confidence that their ePUT is professionally managed, compliant, and optimised for the long term.