Administering a Trust

Trust law, and increasing reporting requirements, are complex and trustees often struggle to manage their duties without input from professional advisors.

This leaves trustees open to claims from beneficiaries or investigations or penalties from HMRC.

We can help with the ongoing administration of your trust, including:

• the preparation of annual accounts
• submission of annual tax returns
• compliance with the Trust Registration Service
• attendance at annual meetings of the trustees
• liaising with financial advisers
• processing payments
• the preparation of trust minutes and resolutions
• phone calls and correspondence in relation to the administration of the trust

We can also provide additional services such as sourcing and arranging services, holidays and equipment or property management.

Our specialist team look after trusts of all sizes, from a few thousand to several million.

Contact us today to find out more about how we can help.