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Trust Administration Services
Trusts can represent one of the most tax-efficient ways to preserve the value of your assets.
You can use trusts for a variety of purposes such as passing wealth on to successive generations or establishing charitable foundations. Effective trust planning, management and administration can be an extremely complex matter.
Our selected partners have been planning, implementing and managing high-value trust funds for decades. You may also consider a philanthropic trustee in your own right, designed to address social and cultural issues close to your heart.
Trust Services with a difference
For a secure future
- Professional advice – our fiduciary specialist partners are experts in all areas of trust management and estate administration. Working closely with you, to take careful account of your personal financial priorities, they can help establish beneficial trusts
- Administration – complete confidentiality, professional investment management, plus estate inheritance, and the diligence and attention to detail of our custodial and record keeping services
- Impartiality and flexibility – we are happy to act as sole executor and trustee for you, or to work in partnership with other trustees such as family members and professional advisers. When trustees have to weigh the merits of one family member’s claims against another, our impartiality can prove invaluable
- Simplified accounting – the integration of transactions makes for the quick and accurate preparation of accounts and auditors reports
The Benefits of Trusts
Security. Effective succession planning
Different trusts confer different benefits, but among the most significant are:
Effective tax planning for your assets and your inheritance
Ongoing financial security for you and your dependents
The ability to direct the use of your assets both now and in future