Trust Tax Firms in Birmingham: Guide to Specialist Companies (2026)
AC
Acumon Chartered Accountants·13 min read
Choosing a trust tax company in Birmingham is about more than completing annual tax returns. The right support can help trustees manage reporting obligations, inheritance tax considerations, Trust Registration Service requirements, and the wider tax responsibilities connected with administering a trust.
Birmingham is home to a range of trust tax providers, from large professional services firms to independent accountancy and private client tax practices. Each company brings a different mix of trust compliance, estate planning, inheritance tax advice, and ongoing support for trustees and beneficiaries.
This guide highlights a selection of trust tax companies serving clients in Birmingham. Rather than ranking providers, the aim is to offer practical context, outlining the types of trust tax services they provide, the clients they typically support, and the areas where their expertise is most relevant.
Acumon
Acumon is a UK firm of chartered accountants providing trust tax compliance and advice to trustees of UK family trusts, will trusts and related structures.
The firm supports trustees (including family trustees who may lack specialised tax knowledge) with the full range of ongoing tax duties that attach personally to them. This includes annual trust self-assessment returns at the applicable trust rates, management of the tax pool so that distributions carry the correct tax credits, preparation of R185 certificates for beneficiaries, registration and ongoing updates on HMRC’s Trust Registration Service (TRS), calculation and filing of ten-year anniversary and exit charges on relevant property trusts, and related inheritance tax accounts. These services are delivered by chartered tax advisors (including an in-house Chartered Tax Advisor) many of whom have prior HMRC experience, and form part of Acumon’s wider private-client, estate and probate offering. The firm provides these trust tax services to clients across the UK, including in Birmingham.
Trusteeship brings personal liability for registration, returns, IHT charges and beneficiary reporting. Most UK express trusts now fall within the TRS even where no tax is currently payable; records must be kept current and evidence of registration is increasingly required by banks and other parties. Relevant property trusts face periodic (ten-year) charges of up to 6 % of chargeable value and proportionate exit charges when capital leaves the trust; the effective rate depends on careful valuation, reliefs and timing. Acumon diaries anniversaries, models the tax consequences of distributions or appointments around the charge cycle, prepares the necessary IHT accounts, and advises on whether a trust continues to serve its purpose or should be wound up cleanly.
Acumon works with trustees, settlers and families on both routine compliance and the judgement questions that arise around distributions, appointments, variations and wind-ups. Trust tax work is handled alongside the firm’s ICAEW-accredited probate and estate administration practice, so trusts and estates can be administered and taxed within a single team. All professionals are UK-based.
Trust Tax Capabilities:
Acumon provides external trust tax services across a range of situations.
These include:
Annual trust self-assessment returns and tax-pool management
R185 certificates for beneficiaries
Trust Registration Service registrations, updates and evidence
Ten-year anniversary and exit charge calculations and IHT accounts
Advice on distribution timing, appointments and trust wind-ups
Support for will trusts in conjunction with probate administration
Beneficiary tax reporting and related private-client advice
These services enable trustees to meet their personal compliance obligations while receiving practical guidance on the tax consequences of the decisions they take.
Regulatory Licences and Registrations:
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.
These include:
UK statutory audit registration
Public Interest Entity (PIE) audit licence
Jersey audit licence
Isle of Man audit licence
Cayman Islands audit licence
British Virgin Islands audit licence
These registrations allow the firm to provide audit services to groups that include entities in both the UK and key international financial centres.
Core Services:
In addition to statutory external audit, Acumon provides a range of services that support financial reporting and governance.
These include:
Statutory external audit
Group and subsidiary audits
Public Interest Entity (PIE) audits
Charity and not-for-profit audit
Audit of international group structures
Internal audit and governance reviews
Risk management and compliance support
Audit work is often delivered alongside discussions with management and boards regarding financial reporting processes and governance frameworks.
Many organisations initially encounter statutory audit requirements as they grow and exceed the audit exemption thresholds set out in the Companies Act.
Acumon works with businesses that are:
Approaching their first statutory audit
Preparing for external investment
Expanding into international markets
Operating within corporate group structures
Early engagement with an audit firm can help ensure that financial reporting systems and documentation are aligned with statutory audit requirements.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
BDO
BDO has a dedicated trusts and estates offering covering the establishment, administration, and eventual winding up of trusts. Its specialists prepare trust accounts and tax returns, produce tax certificates for beneficiaries, and advise on inheritance tax and capital gains tax. The firm also works with UK and non-UK trusts, which broadens its usefulness where family assets or trustees cross jurisdictions.
Birmingham clients can access BDO through its Two Snowhill office. Its local private client expertise includes inheritance tax planning, family wealth protection, and the use of trusts within wider tax planning, making the firm suitable for cases where trust taxation forms part of a broader family or business wealth strategy.
Key Facts:
Ideal for: Families, trustees, and business owners with more complex trust and estate planning requirements
Specialization: UK and international trust compliance and planning
Location: Birmingham city centre
Contact Information:
Website: www.bdo.co.uk
LinkedIn: www.linkedin.com/company/bdo-llp
Instagram: www.instagram.com/bdo_uk
Address: Two Snowhill, Birmingham, B4 6GA, United Kingdom
Phone: 0121 352 6200
Forvis Mazars
Forvis Mazars combines private client taxation with dedicated trustee and trust administration services. Its work includes estate and trust planning, inheritance tax advice, trust administration, and support for trustees carrying out their legal and tax responsibilities. Through Forvis Mazars Trust Corporation, the organisation can also provide professional trustee services where an independent trustee is appropriate.
The firm has a substantial Birmingham presence at Chamberlain Square and local private client tax specialists. This makes it a practical option for families who need trust tax work coordinated with wider succession, estate administration, or personal tax planning.
Address: 3 Chamberlain Square, Birmingham B3 3AX, United Kingdom
Phone: +44 (0) 121 232 9500
KPMG
KPMG’s Private Client practice supports trustees with both advisory and compliance matters involving UK and overseas trusts. Its expertise includes trust reporting, Trust Registration Service requirements, tax residence questions, and situations involving non-UK trustees or internationally mobile families.
The firm has a major Birmingham office at One Snowhill with tax professionals serving businesses and private clients across the Midlands. KPMG is therefore more naturally suited to complex trust structures, cross-border arrangements, and families whose trust issues interact with wider business or international tax matters.
Key Facts:
Ideal for: Complex, international, or higher-value trust arrangements
Specialization: UK and overseas trusts, including cross-border tax considerations
Location: Birmingham
Contact Information:
Website: kpmg.com
Facebook: www.facebook.com/KPMG
Twitter: x.com/kpmguk
LinkedIn: www.linkedin.com/company/kpmg-uk
Address: 1 Snow Hill Queensway, Birmingham B4 6GH, United Kingdom
Phone: +44 (0)121 232 3000
Dains
Dains has a dedicated Trust & Estate Advice service focused on the tax and practical issues surrounding family wealth, trusts, and estates. Its team advises on trust structures, succession planning, and tax-efficient arrangements, with STEP-qualified expertise available for more involved estate and trust matters.
Birmingham is the firm’s head office location, giving local trustees access to advisers without relying entirely on a remote national team. Dains is particularly relevant where trust tax planning is connected to succession, family assets, or estate administration rather than limited to preparation of a single tax return.
Key Facts:
Ideal for: Families considering trusts as part of succession and estate planning
Core services: Trust advice, estate planning, tax planning, succession support
Specialization: Trust and estate advisory work with STEP-qualified expertise
Ballards offers particularly clear trust tax support within its personal tax practice. Its services include trust tax planning, creating and dissolving trusts, preparing trust tax returns and accounts, estate tax returns and accounts, and succession planning. This gives trustees access to both annual compliance work and advice when a trust is being established, changed, or brought to an end.
The firm’s Birmingham presence has also expanded its private client tax capacity. Its Birmingham-based Private Client Tax Partner works with individuals, families, trusts, and complex ownership structures, providing a direct local connection for trust-related tax work.
Key Facts:
Ideal for: Trustees needing trust returns, accounts, and related tax planning
Specialization: Private client tax compliance and advisory work
Location: Colmore Row, Birmingham
Contact Information:
Website: ballardsllp.com
LinkedIn: www.linkedin.com/company/ballardsllp
Instagram: www.instagram.com/ballardsllp
Address: 15 Colmore Row, Birmingham B3 2BH
Phone: 0121 796 4321
Tax Accountant
Tax Accountant provides one of the more compliance-focused trust tax services in this selection. Its trust work covers SA900 trust and estate tax returns, R185 certificates, Trust Registration Service requirements, capital gains tax, inheritance tax charges, non-resident trusts, and support with HMRC enquiries.
The firm lists its head office at Brindley Place in Birmingham. This combination of a Birmingham base and detailed trustee compliance services makes it particularly relevant where the immediate requirement is completing filings correctly and keeping trust tax records up to date.
Key Facts:
Ideal for: Trustees with recurring filing and reporting obligations
MHA’s private client tax practice explicitly includes tax compliance for trusts alongside services for individuals and families. Its broader private client work covers inheritance tax, succession, wealth planning, and other personal tax matters, allowing trustees to deal with trust reporting within a wider family tax strategy when necessary.
The firm maintains a Birmingham office on Newhall Street. MHA may therefore be a useful option for trustees whose annual tax compliance overlaps with inheritance, family business, or personal tax questions that need to be considered together rather than separately.
Crowe’s private client tax services cover tax compliance and planning for individuals, families, and trusts. Its trust expertise extends into inheritance tax and the use of trusts for transferring and protecting family wealth, giving clients access to more than routine personal tax return preparation.
Crowe also has a Birmingham office at One Colmore Row. The Birmingham presence is part of its broader Midlands operation, while specialist trust and private client expertise is available through the wider UK practice. This arrangement may work well for clients who want access to a larger multidisciplinary tax firm with a local Birmingham point of contact.
PKF Smith Cooper advises private clients on trusts as part of wider estate and tax planning. Its trust planning service considers the different income tax, capital gains tax, and inheritance tax consequences that can apply depending on the trust structure, while its private client specialists help families decide when trusts are appropriate and how they should fit into wider financial arrangements.
The firm has a Birmingham office on Cornwall Street and Birmingham-based tax advisory expertise. It is more naturally positioned for clients looking at the structuring and tax implications of trusts alongside estate planning than for those seeking a narrowly defined return-only service.
Key Facts:
Ideal for: Families considering trust structures for estate and tax planning
Address: Cornerblock, 2 Cornwall St, Birmingham B3 2DX, United Kingdom
Phone: 03333446306
Cooper Parry
Cooper Parry covers trusts within its personal tax and estate planning practice. Its services include setting up trusts, considering their tax treatment, inheritance tax planning, estate planning, and tax compliance. The emphasis is broader than simply filing annual trustee returns, with trust decisions considered alongside how wealth is held and passed between generations.
The firm has an office in Two Chamberlain Square in central Birmingham. This makes it a local option for business owners and families who want trust planning linked with personal taxation, succession, or wider financial affairs.
Key Facts:
Ideal for: Families and business owners using trusts within broader estate planning
Core services: Trust and estate planning, inheritance tax planning, personal tax compliance
Specialization: Personal tax and family wealth planning
Evelyn Partners works with individuals, families, trusts, and family offices on private client tax and wealth matters. Trusts can form part of its inheritance tax and estate planning work, while its tax specialists advise on the legal and tax considerations that arise when wealth is held or transferred through trust structures.
There is a direct Birmingham connection through the firm’s office at 103 Colmore Row and Birmingham-based private client tax expertise serving trust clients. Evelyn Partners is therefore more suitable where trust tax is tied to substantial family wealth, investment arrangements, succession, or other interconnected private client matters.
Key Facts:
Ideal for: Families, trusts, and family offices with wider wealth and tax requirements
Address: 103 Colmore Row, Birmingham, West Midlands, B3 3AG, United Kingdom
Phone: 0203 993 8693
Jerroms
Jerroms provides personal tax support for Birmingham and Solihull clients, including work involving trusts and estates. Its services cover trust tax returns, inheritance tax returns, tax certificates, capital gains tax, and related estate matters. The firm also recognises trusts as a distinct and technically complex area of taxation rather than treating them as ordinary personal tax filings.
Its main local office is in Solihull rather than central Birmingham, but the firm’s personal tax service explicitly covers Birmingham. This may appeal to clients in the wider Birmingham area who prefer a regional accountancy practice for trust and estate tax work.
Key Facts:
Ideal for: Trustees and estates in Birmingham and the surrounding West Midlands
Core services: Trust tax returns, inheritance tax returns, tax certificates, CGT and estate tax support
Specialization: Personal tax, trusts, and estates
Birmingham coverage: Personal tax services are offered to Birmingham and Solihull clients
Contact Information:
Website: www.jerroms.co.uk
Facebook: www.facebook.com/Jerroms
Twitter: x.com/JerromsUK
LinkedIn: www.linkedin.com/company/jerroms
Instagram: www.instagram.com/thejerromsgroup
Phone: 0121 693 5000
Address: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull B90 8AH
Morgan Reach
Morgan Reach provides personal tax services from its Birmingham office, with trusts and estates forming part of its wider tax return, inheritance tax, capital gains tax, and estate planning work. Its service is geared toward private individuals and families rather than large institutional trust structures, giving the firm a more regional accountancy profile than several of the national firms in this guide.
The practice is based on Hagley Road in Edgbaston, so Birmingham clients can work with a local team. Morgan Reach may suit cases where trust and estate tax questions need to be handled alongside an individual’s broader personal tax affairs.
Key Facts:
Ideal for: Individuals and families seeking local trust and estate tax support
Core services: Trust and estate planning, inheritance tax, CGT, personal tax returns
Trust tax services in Birmingham range from focused annual compliance work, such as SA900 returns, R185 certificates, and Trust Registration Service updates, to much broader advice around inheritance tax, succession, estate administration, and family wealth structures. Some providers are particularly compliance-oriented, while others are better equipped for trusts that sit within complicated family, business, or international arrangements.
Before choosing a provider, trustees should identify which obligations actually need handling, whether ongoing administration is required, and whether the trust raises wider inheritance tax, capital gains tax, estate, or cross-border issues. The right fit depends on the complexity of the trust, the level of advice required, preferred working arrangements, and budget.
AC
Written by the Acumon team
Acumon is an ICAEW-registered firm of chartered accountants and registered auditors
based in London, with offices in Pitstone, Aylesbury and Bournemouth. Need advice on
anything covered here? Talk to us.
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