The administration of a trust and, in particular, dealing with the tax compliance requirements of HM Revenue & Customs can be onerous. We have a wealth of experience and expertise in all matters relating to the administration of trusts, and can provide help and technical advice to settlors, trustees and beneficiaries.
Our work includes dealing with:
The administration of all types of family and charitable trusts.
All aspects of HM Revenue & Customs compliance work, including preparation of capital gains and inheritance tax returns on behalf of trustees.
The selection of suitable investment management advisers and liaison with advisers over investment strategy and management.