Services for Court of Protection Deputies and Professional Trustees

Forte Advisory

Tax Compliance Services - Deputies and Trustees

Forte Advisory supports Court of Protection Deputies, Professional Trustees and their clients with specialist tax and regulatory compliance services.


Support is tailored to the individual needs of each client, providing discrete professional assistance with personal, trust and estate related tax requirements.


Our experienced team is trusted by leading legal professionals and is fully au fait with all obligations required by the Court of Protection and Office of the Public Guardian.

Services Trusted by Professionals

We deliver our services with a discrete and empathetic approach offering both traditional ‘arms length’ professional Tax and Accountancy Services, and White Label Services – working in the background to allow Deputies and Trustees to offer this as an extended service to their clients.


Our experienced team can assist with:

  • Self Assessment Personal Tax Returns
  • Self Assessment Trust Tax Returns
  • OPG Returns
  • Trust Accounts
  • Trust Accounts & Tax Returns
  • Carer’s Clearance Application
  • Tax Compliance Reviews
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Why Instruct Forte

Our commitment is to support clients with their tax obligations and to ensure ongoing compliance.


Professional and individual clients receive high quality, tailored advice delivered with empathy and clear communication. Support is ongoing, responsive and always respectful of each client’s situation.


Direct access to our team provides reassurance, continuity and responsive care throughout each engagement.

Bespoke Solutions

The experienced team provides different solutions for professional Deputies and Trustees.


We offer traditional Tax and Accountancy Services, along with White Label Services so professional advisers can offer a turnkey solution directly to their clients.

Trusted to Support Compliance

We also understand that clients’ individual circumstances differ and so we aim to provide a tailored service to meet their requirements delivered with care.


We aim to take away some of the hassle of dealing with HMRC.

“Our aim is to provide high quality professional solutions in a caring manner.”

Talk to an experienced team trusted by professionals

Contact Us Today

For advice and support in relation to tax compliance services for Deputies and Trustees, talk to our specialist team under no obligation.