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
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
- Agriculture, Estates and Rural Business
- Wills and Estate Planning
- International Tax and Estate Planning
- Residential Property
- Wealth Structuring
Strong technical knowledge, good interpersonal skills and always available to respond quickly. Excellent knowledge and really buy in to working together with other professionals for the clients' best interests.
Legal 500 UK 2021