Organising your personal affairs, and ensuring your assets are protected during your lifetime and beyond, is one of the most responsible and important things an individual can do. Whether you are looking to establish a new trust, need assistance with trust administration, or are wanting advice on how to protect and manage your assets, we are here to help.
We understand that trust and asset planning can be complex and overwhelming, but our team is here to guide you through the process and provide you with tailored solutions to meet your specific needs. If you are looking to protect your assets for future generations or reorganise an existing asset structure, we can provide personalised support, advice and guidance to help you achieve your goals.
Our team of experienced professionals will work closely with you to develop a tailored trust administration plan that meets your specific needs whilst also ensuring compliance with legal requirements and that it continues to meet your needs over time. We understand that each trust is unique, and we have the expertise and knowledge to handle even the most complex trusts.
We are also able to provide an independent trustee service.
How we can help
- Advice on trust usage and structures
- Family trusts
- Special purpose trusts
- Winding up trusts
- Asset protection
- Advice on the role of trustees
- Review and restructure of existing trust structures
- Resettlements & distributions from trusts
- Administration of trusts, including reviews and compliance
- Provision of an independent trustee service
- Charities and incorporated societies