Trusts 

We administer over 150 trusts. In conjunction with our Aventus Capital Management team we offer a combined service of trust administration and share portfolio management. This provides a streamlined and cost effective package for trustees. The services offered are:

• Drafting of trusts
• Advice on the interpretation of trust instruments
• Registering new trusts with HM Revenue & Customs and filing annual Tax Returns
• Preparing annual trust accounts
• Advice on the duties and liabilities of trustees
• Advice on the rights of beneficiaries
• Provision of professional trustees 
• Preparation of ancillary trust documentation
• Advice on distributions to beneficiaries and the tax effects implications
• Winding up trusts