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- For Trust and Estate Administration
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Trust and Estate Administration
Trust Administration
We have a wealth of experience and expertise in all matters relating to the administration of trusts which enables us to provide continuity from the creation of the trust to its termination. We provide help and advice to settlors, trustees and beneficiaries.
Our work includes:
• The administration, accountancy and H M Revenue & Customs compliance of all types of family and charitable trusts.
• Preparation of capital gains and inheritance tax returns on behalf of trustees.
• Liaising with advisers to find the most appropriate investments and financial products and investment advisers for our clients.
• Coordinating private bankers and investment houses to give advice on the management of investments. |