Our STEP qualified advisers have unrivalled experience in managing a large number of private and family trusts, dealing with their day-to-day management and other issues which can arise including:

 

• producing annual trust accounts 

• completing and lodging annual trust Tax Returns including payments on account of tax

• dealing with Inheritance Tax events such as appointments of capital.

• day to day book keeping such as recording entries of income and capital events

• liaising with other professional advisors on behalf of trustees or beneficiaries regarding trust assets (e.g. property managers, investment advisors)

• liaising with beneficiaries on behalf of trustees on matters such as income or capital distributions, providing certificates of deduction of tax and income schedules

• advising the trustees on the rapidly changing legislation governing trusts such as the annual Finance Acts.

 

We also offer Executor and Personal Representative services.