Trust administration

Becoming a Trustee can be an honour but can also be quite a task.  We offer guidance and support to help steer Trustees through their increasingly burdensome responsibilities. 

Each year, the new Finance Act can change the taxation treatment of some or all trusts.  As part of our Trust Administration Service, we ensure that you are kept abreast of these changes so that you won’t be caught out and hit with additional tax or penalties.  Our guidance will also help ensure that you do not breach your duties as Trustee and will guarantee the smooth and efficient running the of Trust.

Our dedicated Trusts Officer can offer whatever level of support you need: whether that is simply giving advice on one or two issues or assuming responsibility for running the Trust as a whole.  The accounting software we use allows us to give you an up to date snapshot of the Trust’s assets whenever you wish and takes the pain out of completing the annual Trust Tax Returns.  

We manage Trusts of almost all conceivable shapes and sizes and have the experience needed to deal with whatever problem or query you put to us.