Our STEP qualified advisers have unrivalled experience in managing a large number of private and family trusts, dealing with their day-to-day management and other issues which can arise including:
producing annual trust accounts
completing and lodging annual trust Tax Returns including payments on account of tax
dealing with Inheritance Tax events such as appointments of capital.
day to day book keeping such as recording entries of income and capital events
liaising with other professional advisors on behalf of trustees or beneficiaries regarding trust assets (e.g. property managers, investment advisors)
liaising with beneficiaries on behalf of trustees on matters such as income or capital distributions, providing certificates of deduction of tax and income schedules
advising the trustees on the rapidly changing legislation governing trusts such as the annual Finance Acts.
We also offer Executor and Personal Representative services.
Trusts Explained - click here
(opens in new window)