Trust tax guidance and reporting, made simple

Quickly understand and compare the tax treatment of Testamentary and Inter Vivos Trusts, with up-to-date guidance and personalised reports for clients, trustees and your records.

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Trusted by 8,000 + users

Understand Trust taxation with confidence

Whether you’re reviewing an existing Trust or deciding which option is right for your client, Arken Trust Referencer helps you quickly understand the tax implications without spending valuable time searching multiple resources.

Select a Trust

Choose from a wide range of Testamentary and Inter Vivos Trusts.

Review the tax implications

Instantly understand the inheritance tax, capital gains tax and income tax implications for the selected Trust.

Generate a report

Create a personalised PDF report for your client, trustee meetings or your own records.

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Why firms choose Arken Trust Referencer

Stay up to date

Arken Trust Referencer is continually updated with the latest Trust tax treatment, giving you confidence that you're working from current information.

Save valuable time

Find the information you need in seconds rather than carrying out extensive manual research.

Advise with confidence

Quickly compare tax implications across different Trust types to support informed client discussions.

Professional reporting

Generate clear, personalised reports that can be shared with clients, trustees or retained on file.

Included with Arken Lifetime

Your first Arken Trust Referencer licence is included with every Arken Lifetime subscription.

Together, these products provide everything you need to draft complex Lifetime Trusts and understand their tax implications within one connected workflow.

Pricing

Arken Trust Referencer

Trust tax guidance and reporting, made simple

Continually updated tax treatment

Personalised PDF reporting

England & Wales coverage

Standalone or as part of your Arken subscription

First licence included with every Arken Lifetime subscription

Pricing From

£40.00

excluding VAT per user / month

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Trusted by teams who draft every day

"Following a well-planned and successful implementation, we are delighted to see how the Arken software has enabled us to streamline our approach to Will drafting. We are now producing consistent Wills which use uniform clauses across all of our lawyers. The commentary document which complements the drafted Will is extremely helpful to our customers."

Craig Webb

Head of Legal Operations, Brethertons LLP

"Arken is an absolutely fantastic tool. It is extremely easy to use and has helped our practices in Will drafting to a huge extent. I could not be without it now. I would recommend to any legal specialist looking to invest in Will writing software. Very cost effective too."

Sophie Yates

Director, Fodens Solicitors Limited

"The whole team have found the Arken system very easy to use and it is very user friendly. The initial and ongoing support and training provided is excellent. Using the system saves a lot of time on data inputting, especially on the LPA drafting. It produces clear explanatory documents for all our Clients to understand. I would highly recommend the system."

Julie Doyle

Director / Practice Manger, PD Law Solicitors

Understand Trust taxation with confidence

See how Arken Trust Referencer can help your firm reduce research time, stay up to date with Trust taxation and provide clients with greater confidence.

Book a Demo

FAQs

Questions about Arken Trust Referencer

How can Trust Referencer help me when advising clients? Open

Trust Referencer gives professionals a convenient reference point for trust and tax information, helping them quickly access relevant information when considering Trust options with clients.

What information can I find in Trust Referencer? Open

Trust Referencer provides reference information relating to trusts and taxation to support professionals during estate planning work, for example inheritance tax, capital gain taxation of trusts. Personalised reports can also be downloaded, really useful to keep with client files or use in Trustee meetings.

Who is Trust Referencer designed for? Open

It is designed for professionals who need quick access to trust and tax information as part of their estate planning work.

What is Trust Referencer? Open

Trust Referencer is a practical reference tool designed to help estate planning professionals access information relating to trusts and taxation when advising clients.

How does pricing work for Arken Trust Referencer? Open

Arken Trust Referencer enables users to quickly understand the tax implications of a wide range of Testamentary and Inter Vivos Trusts. Pricing is charged per license and charged monthly. Each license holder can produce as many reports as required per month, there is no limit applied.