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Trust administration

The legal and taxation requirements of administering a Trust can sometimes seem a little onerous. As a Trustee, (the person responsible for administering a Trust), you may from time to time seek advice, or just wish to chat things over with a solicitor. Jonathan as a qualified Trust and Estate Practitioner can liaise with your accountant or financial advisor regarding periodic reviews of the Trust, to make sure that these requirements are being met. It may well be that your question can easily be answered over the phone if you are simply seeking reassurance to carry on with the administration yourself.

  • New trustees and retiring trustees
  • Duties of trustees·
  • Taxation and tax returns·
  • Trust administration