Our trust administration service offers a full range of trustee, administrative, 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 and ensuring compliance with HM Revenue & Customs;
• providing relevant tax reporting information to beneficiaries and their accountants; and
• advising on legal and tax planning issues as they arise.

The group provides 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.