UK Trust Management

Our experienced team currently manages and administers numerous individual trusts on behalf of our clients and takes a proactive approach to trust management.

We understand the commitment needed to effectively manage a trust. For many, a trust has been in place for generations, and requires difficult administration of detailed records.

We look to relieve the burden of time-consuming and complex trust management by offering a fully bespoke service, including direct communication with trustees, beneficiaries, financial and other relevant professional advisers and HMRC. This includes:

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