Trustees

Acting as a Trustee means you have legal duties and obligations, which has become increasingly complex in recent years. The role of a Trustee is pivotal when passing wealth on to the next generation. Trustees can be trusted family members or friends but they can also be professionals such as solicitors or accountants to ensure all decisions are made in the best interests of the beneficiaries.

Trusts provide flexible, financial protection for those important to you, making sure that value passes to future generations in a tax efficient way.

We can help you:

• ensure you have the most up to date UK tax advice so to avoid penalties from HMRC
• identify tax planning opportunities for beneficiaries
• understand the implications when terminating a Trust
• meet your compliance obligations as Trustee
• determine distributions to beneficiaries where relevant.