Will Trusts

The role of trustee comes with a great deal of responsibility and pitfalls for the unwary

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What type of trust is it?

Trusts come in various forms from a simple gift to a minor child to the more complex discretionary trusts which have a potential trust period lasting up to 125 years.  We will be able to advise you on the type of trust involved and how to administer that trust going forwards. Typical trusts are:

  • Legacies to children when they reach 18 or 21 or 25
  • Trusts for disabled beneficiaries
  • Immediate Post Death Interest Trusts
  • Discretionary Trusts

What is involved in Trust administration?

The administration of a trust will involve:

  • Arranging the registration of the trust with HMRC
  • Advising trustees on their duties and responsibilities
  • Advising on who to speak to when it comes to investing the trust fund
  • Preparing annual trust accounts where required
  • Advising on the periodic charge for inheritance tax which occurs every ten years
  • Exit charges
  • Advising on the winding up of trusts and the distribution of the assets

Probate and estate administration team

For further details of our services, please call a member of our probate and estate administration team on 01543 420000.

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