Hello Rob
Many thanks for this and all clear. I will make the charitable donation at 10% and send the draft letter to HMRC, very pleased to be able to close this matter now so thank you very much for your advice on this.
NB
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ProTrust Consulting UK is a specialist firm offering expert estate planning, trust management, and estate administration services. With over 25 years of legal experience, founder Robert Cartmell leads a team dedicated to helping individuals and families protect their assets and plan for the future. Services include drafting wills, setting up and managing trusts, preparing Lasting Powers of Attorney, and guiding clients through probate and inheritance tax matters. ProTrust also acts as professional trustees and collaborates with legal and financial advisors to deliver integrated, tailored solutions that combine traditional values with modern efficiency.
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