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

Trust Administration

A trust is 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 also 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.

To find out more about Lodders’ Trust Administration legal services, please fill in the enquiry form below, or contact a member of our team on 01789 293259 (Stratford upon Avon) or 01242 228370 (Cheltenham).

    Contact a specialist

    Name (required)

    Telephone (required)

    Email (required)

    Your enquiry

    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
    Associate
    Lindsay Porter
    Consultant
    John Rouse
    Partner

    Updates

    06 Jan 2021
    Lockdown 3.0 - an update for our...
    6th January 2021: An update for our clients and...
    20 Nov 2020
    When should you review your will?
    A will is one of the most important documents, being a...
    04 Nov 2020
    5 November: update on working...
    Dear clients and friends, The coronavirus continues to...