Trust Law & Administration

Trust law is complex and intricate. Our team use deep knowledge and insight to guide trustees and the creators of trusts giving the solutions you need.

In particular we’re happy to help with:

The creation of trusts either by Will or by lifetime settlement including advising on all aspects of the inheritance tax, income tax and capital gains tax implications of the trust created

Trust administration including the guidance of trustees as to their duties and responsibilities, the management of trust funds, distributions to beneficiaries and the additional requirements of the management of charitable trusts

Preparation of annual accounts and tax returns for trusts Preparation and submission to HMRC of Inheritance Tax Returns

Deeds and other documents required on the change of trustees, appointments and distributions from the trust

The winding up of a trust including discharge of tax liabilities, and distributions to beneficiaries

Meet the Team

We’re passionate about providing the right solutions and driven to make a positive difference in everything we do.

"This is exactly why we like to work with people who understand the industry and can identify potential issues and create solutions."

Jon Saltinstall, Senior HealthCare Banking Consultant, Lloyds Bank