 |
|
|
|
|
|
We have many years of expertise in advising and providing a full administration service to UK trustees. Our legal and administrative team provides a continuity of client relationship now seldom found in London legal practices. We are committed to providing a fully integrated service to settlors, trustees and beneficiaries.
Our work includes:-
| . |
Administration, accountancy and tax compliance in respect of all types of trust, including family trusts, employee trusts, charitable trusts and self-administered pension funds. |
| . |
Obtaining of investment advice for trust funds including tax efficient holding entities and liasing with advisers on an ongoing basis. |
| . |
Preparation of income, capital gains and inheritance tax returns on behalf of individuals connected with major trusts or companies for whom the Firm acts. |
| . |
Advice on the use and structuring of life assurance of all types, and liaison with registered IFAs in the choice of specific policies. |
| . |
Arranging for private bankers and investment houses to give advice on the management of portfolios, whether forming part of a trust fund or belonging to individuals. |
Trustees' Powers and Duties - A Brief Guide
Trustees Liability Insurance Article
| |
|
|
|
|
