Becoming a Client
Becoming a Trust Management Client
Whether it is Trust Registration, one piece of advice for Trustees or an ongoing management requirement, we are here to help.
Advice Work
Includes:
- Advising as to the registration and taxation requirements for the Trust;
- Advising as to the management requirements for a Trust;
- Reviewing the reasons for the Trust and assessing options for continuing with the Trust or bringing it to a conclusion;
- Reviewing the trusteeship responsibilities under the Trustee Act 2000;
- Advice on how to remove a Trustee;
- Advice regarding a difficult or needy beneficiary;
- Advising as to the merits/disadvantages of investing small money Trusts;
- Advising as to the usual cost/time of Trust management duties;
- Advising as to the Inheritance Tax implications of a Trust with regard to a particular beneficiary;
- Advising as to how best to ‘own’ property assets in the Trust.
- Ongoing Trust Servicing
Ongoing Trust Servicing
Includes:
- All trustee due diligence processes to discharge your trustee role;
- Trust Registration and annual updates at the TRS;
- Liaising with beneficiaries as to distributions/needs & requirements;
- Trustee meetings/Minutes;
- Trust Accounts;
- Arranging Trust tax returns;
- Reviewing FATCA requirements for trustees;
- Updating and annual review of trustee investment policy statements;
As to how we work with you, the choice is yours.
Becoming a Client
What you can expect from us
- Expertise and experience in the management of trusts.
- Fast and reliable service.
- A sensible, structured approach to reviewing your arrangements so that you are kept up to date.
- Transparency: from taped meetings of advice, to transparent fixed fee cost options for each and every type of work we undertake.
- Expert knowledge of other good professionals such as financial advisors, solicitors, accountants and for property conveyancing. We can point you in the right direction based on experience of what it takes to be a trusted advisor.
- The drive to always exceed your expectations and such that you may recommend our services to your friends, family and connections.
What are we striving to achieve for you?
- Simple, stress free management of the Trust
- Clear understanding of Trustees duties and powers.
- To have open dialogue so that you are free to give valuable feedback to us on our service.
- To give you the trust and faith in our advice and strategy so that you help us help you to work within time frames and next stages we plan with you.
- Overall, to have Trustees who are happy in their roles.
- Likewise, to have trust beneficiaries who are happy with the service that the Trustees provide to them and through our advice and assistance.