Trust Administration

Trust Administration made simple

Acting as a trustee can be an onerous job. Argo offer a Trust Administration service which helps ease the pressure.

From the first day of the trust we provide assistance to help you:

  • register the trust with HM Revenue & Customs;
  • prepare and submit annual tax returns;
  • provide tax calculation;
  • prepare Inheritance Tax anniversary reports
  • prepare Annual Accounts (to document transactions during the Trust Administration year);
  • prepare Annual Minutes to record Trustee decisions.

We help you deal with the transfer of trust assets into the names of the trustees and co-ordinate the investment and daily management of trust assets. We prepare all the deeds and documents needed to report money leaving the trust and changes in trustees.

We will also help with the winding up the trust when it comes to an end.

Call us for an initial chat on 01227 700 702 or email info@argolifeandlegacy.co.uk or request a call back below