Employee Benefit Trust

When setting up and running an Employee Benefit Trust, certain regulatory and other requirements must be met. We provide administration, tax and accounting services in tandem with our Employer Support Group to ensure your trust runs smoothly.

  • Preparation of annual accounts.
  • Preparation and submission of annual tax returns.
  • Handling any tax reclaims due through the trust tax returns.
  • Making payments to staff members.
  • Liaising with the company regarding options granted to employers.
  • Making payments in accordance with the terms of the trust.
Our expert and experienced professionals relieve trustees of the administrative burden associated with the trust, offering an efficient and reliable service. We ensure that all aspects of tax compliance are met. We can also advise on how to minimise income tax liabilities and national insurance, while also incentivising staff.

For more information on our employee benefit trust services, please contact your nearest Moore Stephens adviser.