Trust administration

Overview

Our trust administration practice offers a full range of accounting and administrative services to assist trustees in carrying out their responsibilities in a comprehensive and professional manner.

The scope of the work carried out includes the following:

  • day-to-day contact with trustees, beneficiaries and investment managers;
  • making of regular and one-off distributions to beneficiaries;
  • maintaining trust records;
  • preparing annual accounts;
  • completing tax returns and ensuring compliance with HM Revenue & Customs;
  • providing relevant tax reporting information to beneficiaries and their accountants; and
  • advising on legal and tax planning issues as they arise.

The group provides administrative services for any of the following situations:

  • inter-vivos trusts;
  • will trusts;
  • children's and grandchildren's trusts;
  • trusts making provisions for financial settlement on divorce;
  • charitable structures; and
  • receiverships.

Recognition

  • Winner of London Legal Team of the Year.

    STEP Private Client Awards 2013

  • "Excellence across the full spectrum of private client work. Sources say: 'The team has great technical knowledge, great judgement and enormous experience. They cut through the complications to get to the right solution for the client'."

    Chambers UK 2014

Contacts

Rob Porteous

Head of Trust, Personal Tax and Retail Property Administration

+44 (0)20 7849 2533

Edward Reed

Partner

+44 (0)20 7849 2568