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Management

Being a trustee is an onerous task which often requires individuals to commit a lot of their own time.

We specialise in providing ongoing advice and administrative support to trusts. Our close links with other local professionals means that we can co-ordinate the bigger picture for trusts of all sizes.

We currently manage the running of a significant portfolio of trusts ranging in complexity from legacy trusts for grandchildren and minor beneficiaries to charitable trusts and multi-million pound personal injury trusts.

We can support trustees by corresponding with beneficiaries and other professionals, arranging trustee meetings and actively managing distributions from trusts to provide a rounded service for the assurance of trustees.

Our experienced trust administration lawyers can assist with many of the routine aspects of managing a trust including:

  • arranging trustee meetings
  • liaising with financial advisors and accountants
  • reviewing investment performance
  • management of trust properties
  • preparing trust documentation (minutes, resolutions, deeds)
  • deeds of Appointment and Retirement of Trustees
  • safe storage of trust deeds
  • liaising with beneficiaries
  • arranging distributions

Every trust has different requirements; therefore, our trust administration lawyers offer a personal service which can be tailored to the requirements of your trust.

 
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