Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890

Trust Administration

Trusts are a valuable way of protecting your assets and ensuring that they safely pass to your intended beneficiaries in the manner that you wish. Not only can our specialist trust services provide you with peace of mind, we cover the complete life of the trust, from creation to distribution.  Our involvement doesn’t end at the formation of a trust. Our administration service is designed to guide and support our clients and their trustees in fulfilling their duties and complying with legislation. This helps secure their personal protection as well as the protection of the trust. Taking our services even further, we help trustees to prepare annual accounts and tax returns. We will also help to conduct regular reviews, consider beneficial tax planning arrangements and organise accumulation and distribution of income out of the trust. Once funds are invested, we continue to assist by monitoring the portfolio and reporting on performance.

Our services include...

  • Creation of trusts
  • Administration of new and existing trusts
  • Preparation of trust accounts
  • Preparation of trust tax returns
  • Support and advice for trustees
  • Advice on existing trusts

Meet the Team

Martin Green
Senior Partner
Sarah Hawkins
Lindsay Porter
John Rouse
Natalie Smith


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