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Later Life Planning

Family Trust Administration in Later Life

Becoming a trustee can be an honour, but can also be quite a big task and we understand that taking on a responsibility like this can feel daunting.


What being a trustee involves

Along with the identity of those who may benefit from the trust (the ‘beneficiaries’) and the trust assets, the law expects you to have a knowledge of the powers and duties given to you in the trust itself and under the law. To add more to your plate, being a trustee also involves repeating responsibilities, such as the need to file trust tax returns, hold trustees’ meetings and take active steps for any trust investments. We recognise that, even with the best will in the world, all of this can be a lot to manage.

Whether you are looking for help with practical things such as assistance in completing trust tax returns, or want guidance in your duties as a trustee, we are happy to steer you through the minefield of things you need to do as a trustee. We manage trusts of almost all shapes and sizes and have the experience needed to deal with whatever problem or question you have.


Support from our Trusts Officer

Our dedicated Trusts Officer can also offer whatever level of support you need: whether that’s giving advice on one or two issues, or if you would like us to assume responsibility for running the trust as a whole. Whatever you want, we’d be delighted to walk you through the process of the administration of a family trust.


How we can help you

We advise you on:

  • the administration of family trusts
  • trustees’ powers and duties
  • trust tax regimes
  • trust tax returns

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Realted Services

Later Life Planning Services

Find out more about how we can help you with your legal requirements, and plan for you and your families’ future. Alternatively, complete our contact form or call us directly to speak to a member of our experienced team.