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Trustee Support

In many cases, we recognise that trusts are set up with settlors or family members acting as trustee, which can lead to uncertainty as to whether the trust is being properly administered.  A trustee can be personally liable for any loss if the trust is not properly administered.

We offer support to trustees by our three step process:

  1. A free, no obligation, review of your trust.  From this we will advise the type of trust you are administering, the tax filing position and the beneficiaries.  For any trust set up prior to 2006 in particular, the tax rules changed substantially at that date and any tax advice received prior to that date should be reviewed.
  1. If any problems are identified, we work with you to rectify these and ensure that the trust is operating properly.
  1. Support for trustees going forward to deal with documenting trustee minutes, appointments out of trust or the ongoing management of the trust.  We work closely with investment managers in this regard.

Alternatively, once a trust has been confirmed to be up to date, we offer trustee services if the existing trustees do not wish to continue with the role.

If you are acting as a trustee and need any help with:

  • HMRC Enquiries or Tax Returns
  • Requests from beneficiaries
  • Or would just like reassurance that the trust does what it is supposed to do

Then please give us a call.





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