In response to the increasing challenge of Coronavirus and in light of rapidly evolving advice, Tozers has taken steps to ensure that we continue to provide you with our usual client service whilst also maintaining the safety of our clients and colleagues. Please see our full update here.

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Charities and Social Enterprises

Trust Administration for Charities and Social Enterprises

We know that although becoming a trustee of charity or social enterprise can be an honour, it can also be quite a large task and can feel like an overwhelming responsibility.

We will help you to understand what it means to be a trustee.

What does being a trustee involve?

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. Being a trustee also involves recurring responsibilities, such as filing trust tax returns, holding trustees’ meetings and taking active steps for any trust investments. We recognise that, even with the best intentions, this can be a lot to manage.

Perhaps you’re looking for help with practical tasks such as assistance in completing trust tax returns, or would like guidance in your duties as a trustee. Whatever help you need, we are happy to guide you through what you need to do as a trustee. We manage many different types of trusts and have the experience to deal with your questions or issues.

Support from our Trusts Officer

Our dedicated Trusts Officer can also provide you with support: 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. As your legal partners, we’d be delighted to walk you through the process of the administration of trust.

What we advise on

We can help you with:

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

Get in touch

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Contact us