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Trust Management Services

Trusts are often the most appropriate way of preserving wealth for future generations, provided they are established and managed correctly.

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Individuals

We can advise on all aspects of the setting up and administration of trusts, both in the UK and abroad. Our team provide you with a full legal and management service for new and existing UK trusts, and, where appropriate, members of our team can also act as trustees.

We advise on other wealth holding structures, such as foundations and partnerships, and will help you determine which is the most appropriate for your particular circumstances.

We can advise on:

  • Administering trust assets
  • Advising on income tax, capital gains tax and inheritance tax issues
  • Advising on trustee duties and requirements
  • Advising trustees, attending meetings, liaising with professionals
  • Annual trust accounts
  • Day-to-day book keeping
  • Making income and capital distributions
  • Tax compliance
  • Winding up the trust

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