Your challenges
Trust administration is a minefield. A trustee’s duties are onerous and the role can be daunting when faced with the technical issues involved. Our practical advice will help you through the challenging details leaving you time to make the important decisions. We provide a high quality and efficient service that includes the preparation of annual accounts and tax returns, completion of inheritance tax returns, arranging the appropriate payments of tax due and advising trustees in relation to income and capital distributions and relating tax consequences.
Achieving your ambitions
Administering a trust requires both professional expertise in relation to trustee issues and personal understanding of the beneficiaries’ personal circumstances. We often act as trustees and are very experienced with the technical and personal decisions required of trustees. We can assist you in agreeing a suitable investment policy with your investment advisers and help you monitor investment performance. Our advice will help you perpetuate the protection inherent in trusts for the benefit of the next generation and to simplify the administration as far as possible while retaining tax efficiency.
The strength you need
Our national team of six partners, 17 solicitors and 14 trust managers draws together the legal, accounting and taxation knowledge necessary to meet all the challenges encountered in administering a trust, saving you the need for multiple advisors.
Lawyers you can trust
Our national reputation for trust work is bolstered by our individual lawyers who are highly rated by Chambers and Legal 500. Our lawyers are known for being ”down to earth, straight-talking and affable” and the team as a whole have a “reassuring enthusiasm and dedication for work”.