Trustees hold a responsible position which requires compliance with regulations and duties to protect assets for beneficiaries.
Filing of tax returns, completion of accounts, tax calculations and annual trustee meetings are all part of this. It is important to comply with legislation surrounding the administration of trusts to ensure you are not in breach of trust.
We offer a trustee advice service to help you maintain compliance with the complex area of trust administration. This includes preparing deeds to document trustee decisions and or preparing your accounts and returns. Alternatively, we can administer your trusts for you to ensure ongoing compliance.