We can manage your trust and its financial administration and reporting requirements, providing a friendly and efficient service
Administration and Trust Management Services
Providing trustee, financial and general administration for trusts, estates and entities.
About Us
We offer a full range of administrative services to assist trusts and trustees in carrying out their responsibilities in a comprehensive and professional manner. Contact us for more information.
How we can help
We offer a full range of administrative services to assist trusts and trustees in carrying out their responsibilities in a comprehensive and professional manner. Contact us for more information.
Services
A trust is a term for a legal arrangement where a ‘trustee’ or ‘trustees’ are made legally responsible for looking after someone else’s assets. The assets which can be anything from property, land, money or shares, are placed in trust for the benefit of one or more ‘beneficiaries’.
Our trust administration service offers a full range of trustee services along with accounting and administrative services to assist trustees in carrying out their responsibilities in a comprehensive and professional manner
The scope of the work carried out includes the following:
- day-to-day contact with trustees, beneficiaries and investment managers;
- making of regular and one-off distributions to beneficiaries;
- maintaining trust records;
- preparing annual accounts;
- completing tax returns;
- providing relevant tax reporting information to beneficiaries and their accountants; and
- advising on legal and tax planning issues as they arise.
We also provide administrative services for any of the following situations:
- inter-vivos trusts;
- will trusts;
- children’s and grandchildren’s trusts;
- trusts making provisions for financial settlement on divorce;
- charitable structures; and
- receiverships.
