Edward Kisby Trust manager

Ed administers a wide range of family trusts which involves accounting, UK tax reporting and planning, and regulatory compliance. He also handles charitable trust accounting and reporting, and provides personal tax-related advice to beneficiaries and settlors.

Ed is a qualified chartered accountant (FCA) who trained as an auditor, and as such is familiar with UK trust and estate reporting requirements and accounting regulations.

He has over 40 years’ professional experience, mostly as a trust practitioner. He has been a member of the Society of Trust and Estate Practitioners (STEP) since its inception.

His areas of practical trust expertise include:

  • Income and capital gains taxes.
  • Inheritance tax
  • Charities
  • Investment accounting and tax reporting
  • Valuation issues
  • Landed property
  • Additional compliance reporting (e.g. FATCA / CRS, HMRC Trust Register, Charity Annual Returns and Reports to Charity Commission)