Trust Referencer

Makes the complex simple.

Access the most up-to-date information on tax treatments to ensure you give your clients the right advice.

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Get the latest on tax treatments

We all know the tax treatment on trusts is complex, and accessing the most up-to-date information can be expensive and time-consuming. But because tax treatment changes regularly you need to be sure you’re giving your client the right advice. With Trust Referencer you’ll always be up to date with the latest on tax treatment and able to identify and refine a comprehensive range of trusts to generate a personalised report outlining the relevant tax treatment advice for your clients.

To find out if Trust Referencer is available in your jurisdiction, ask us

Trust Referencer Features

  • Personalised reports

    Trust Referencer is an easy-to-use online tool that lets you create personalised reports for your clients.

  • Download reports

    Now you can easily create personalised reports for specific Trust scenarios and download them as a PDF.

Trust Referencer Benefits

  • Stay up to date

    As trust taxation changes often, you can keep up to date with ease.

  • Enjoy peace of mind

    Trust Referencer gives you the confidence you are providing accurate advice in what is a complex area of law.

  • Save time

    Trust Referencer gives you the trust taxation information you need at the push of a button – now you can dramatically reduce the time spent on expensive and time-consuming research.

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