We will ensure your Trusts & Administration are in hand
We also manage property trusts and trusts created in Wills, including disabled person trusts, 18–25 trusts and Immediate Post Death Interest Will trusts.
Our expert trust management team advises trustees on managing trust assets. We also advise on wider tax matters including inheritance tax calculations and returns. We advise on changes of trustees and the appropriate provision of information to beneficiaries.
We also offer charitable trust management services, including day-to-day management of the assets and funds and liaising with independent auditors. Our trust management team maintains the necessary accounting records and prepares annual accounts in line with the Statements of Recommended Practice.
Where a property is placed in a Trust or held in such a way that it gives rise to a Trust the arrangements can be complex and our fees will depend upon the circumstances of the case. However, these start at £600 plus VAT (which on £600 is £120) together with the relevant Land Registry fee payable on registration of the updated ownership. It may also be necessary to obtain up to date copies of the title at £7 plus VAT of £1.40.
Our fees for registration of a Trust with the Trust Registration Service are £350 plus VAT of £70.
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