Trust administration

We can manage your trust’s financial administration and reporting requirements, providing a friendly and efficient service.

  • Advising on establishing a trust.
  • Preparation of accounts – interim, annual, simple and/or complex.
  • Completion and submission of trust tax returns and inheritance tax returns.
  • Advising on payments of tax due to HMRC.
  • Liaising with third parties such as investment managers, banks, property managers and solicitors.
  • Reconciling investment portfolios.
  • Administration of bank accounts.
  • Administering trusts including making payments to or on behalf of beneficiaries.
  • Preparing trustee resolutions.
  • Attending trustee meetings and preparing minutes.
  • Preparing investment policies and risk assessments.
  • Acting as a trustee through our trust corporation.
  • Assisting with a settlor and/or a beneficiary’s tax affairs.
We relieve trustees of the administrative burden associated with their trust’s affairs. Our friendly, approachable team has extensive experience in trust administration, tax and accounting, ensuring that your affairs are handled efficiently and effectively. Trust administration, particularly the related tax and accounting issues, can be complex. Knowing that our experienced professionals are on your side provides additional peace of mind.

For more information on our trust administration services, please contact your nearest Moore Stephens adviser.