Our Trust Administration Team is responsible for the administration of around 100 trusts of different types and holding a wide variety of trust property.

Being a trustee can be an onerous responsibility. We can help to ensure that the trustees

  • are not breaching the terms of the trust
  • are complying with the law
  • take appropriate advice before making decisions
  • make decisions that are reasonable and recorded properly
  • complete inheritance tax accounts and income tax and capital gains tax returns accurately and on time
  • monitor the performance of the trust investments
  • have accurate, up to date accounts to show the trust capital, income and tax liabilities

We have highly qualified tax staff with many years experience of tax planning and compliance issues together with a number of solicitors able to advise on the creation, variation and running of trusts.