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Trust Management Services

Trusts are often the most appropriate way of preserving wealth for future generations, provided they are established and managed correctly.

Sectors and Services
Individuals

We can advise on all aspects of the setting up and administration of trusts, both in the UK and abroad. Our team provide you with a full legal and management service for new and existing UK trusts, and, where appropriate, members of our team can also act as trustees.

We advise on other wealth holding structures, such as foundations and partnerships, and will help you determine which is the most appropriate for your particular circumstances.

We can advise on:

  • Administering trust assets
  • Advising on income tax, capital gains tax and inheritance tax issues
  • Advising on trustee duties and requirements
  • Advising trustees, attending meetings, liaising with professionals
  • Annual trust accounts
  • Day-to-day book keeping
  • Making income and capital distributions
  • Tax compliance
  • Winding up the trust

Related Services and Sectors

Services
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London and Cambridge Offices

London Westminster
50 Broadway, London
SW1H 0BL

Cambridge
50/60 Station Road
Cambridge
CB1 2JH

Reading and Southampton Offices

Reading, The Anchorage
34 Bridge Street Berkshire
Reading RG1 2LU

Southampton
Grosvenor House, Grosvenor Square
Southampton SO15 2BE

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