We act on behalf of a trust. Following the recent death of the life tenant, the trustees are required to pay some relatively small 'legacies' (fixed cash amounts) to individuals and then to hold the remainder for distribution to charities at the trustees' discretion.
Whilst the trust benefited from a capital gains tax free uplift on the death of the life tenant, the investments have increased in value since then.
Please reach out to customer services at +44 (0) 330 161 1234 or 'customer.services@lexisnexis.co.uk' for further assistance.