Trust management services

We have a dedicated team of experienced people standing by to help you with all aspects of trust management. We currently look after more than 400 trusts – giving advice, handling administration and dealing with compliance issues. We will always allocate a partner to oversee your trust and ensure it meets your objectives.

 

We deal with all aspects of trust taxation – keeping a close eye on income, capital gains and inheritance tax – and ensure obligations to beneficiaries and HMRC are met.

 

We monitor changes in legislation and always give advice that reflects your personal circumstances. Most recently ensuring all our trusts are compliant with new Foreign Account Tax Compliance Act (FATCA) legislation.

 

We work closely with a variety of brokers and can help identify the right investment manager for the job. We maintain up-to-date records and regularly monitor their performance.  This enables us to look at the bigger picture in a more cost-effective way.

 

It is often advisable to have a professional trustee. We recommend Cripps Trust Corporation Limited (CTCL), run by our Private Client partners. This will provide continuity, independence and professional trusteeship, at no additional charge.

 

Talk to us about how trusts can help with….

 

  • Providing financial security for a surviving spouse
  • Protecting assets for minor children or grandchildren
  • Trusts for disabled beneficiaries
  • Private charitable trusts and companies
  • Inheritance Tax planning from personal life assurance and pension plans