What Trust Administration Services do we offer?

We Provide a centralised and efficient trust administration service to provide support and assistance to trustees, including:

• Advice on interpretation of trust provisions
• Preparation of annual trust accounts
• Safe custody of documents
• Preparation of annual tax information
• Co-ordination of trustees’ meetings
• Providing secretarial services, agendas and minutes
• Diarised system to highlight key dates
• Access to third party recommended accountants and financial advisors
• Legal advice on all aspects of trust administration
• Property services.

Please contact our Trust Administrator Advisor for an initial discussion.

Emma Blackman Tel:  (01295) 661 440 Email: emmablackman@brethertons.co.uk