Our services: private clients

Trust administration

Trusts are often thought of as something only for the very rich, but they can vary widely – from a small investment portfolio to large holdings of land and property.

They can be created during the lifetime of the person creating the trust or through their will and provide a useful, flexible tool to protect assets in a tax-efficient way.

We are experienced in trust administration and offer services including management of trust assets, advising trustees, liaising with trust beneficiaries and preparing annual accounts and tax returns.

We can also act as a point of contact for others involved in a trust, such as accountants or land agents.

For more information on how we can help you, please contact us.