Trusts and trust administration

Whether the trust has been created during a person’s lifetime or by their Will, we can assist with the ongoing trust administration. Need help with:

  • Deeds of appointment or retirement for changing trustees;
  • Obtaining necessary investment advice;
  • Trust accounts;
  • Tax returns;
  • Tax advice;
  • Winding up and finalisation of trusts to ensure that all tax liabilities are dealt with?

Give us a call or use our on-line enquiry form.

Need an independent professional trustee? One of our partners could make a valuable contribution to the trust and help to ensure beneficiaries are treated fairly and objectively.

 

Justine Matthews
Email:
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0844 873 5210
40 Great Charles Street
Birmingham
B3 2AT