Trustee services

Trusts continue to form an important part of estate planning, perhaps as they allow children to benefit from trust income whilst you maintain control over the trust assets. Trusts are also used as part of an Inheritance Tax planning strategy.

Depending on whether the Trust already exists or has just been created, it is vital the Trust has a clear purpose and the Trustees remain compliant with the increasingly complex tax and legal requirements placed on them.

We draw on a wide network of advisors both in the UK and internationally to ensure that even the most complicated Trust structures can be managed effectively. Our multidisciplinary team works with Trustees to reduce the burden of operating the Trust either by supporting the Trustees in fulfilling their duties or, via the Forvis Mazars Trust Corporation, acting as Trustee on your behalf, and taking on the risks and responsibilities for fulfilling these duties.

Our work is tailored to your needs, and when you become a client, we will work with you to assess the appropriateness of a Trust, reviewing the documentation and working with the Trustees to ensure there is a strategy in place to provide maximum benefit to the beneficiaries whilst managing the Trust’s assets from an investment and reporting perspective.

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Our services

Trust administration
Inheritance tax p lanning
Utilising exemptions and maximising tax reliefs
Gifts during life, on death, and post-death variations
Use of Trusts in your lifetime and your Will
Appropriate ownership structure of assets
Estate administration

Our expertise

Our award-winning Private Client team has had the privilege of advising clients for over 30 years. We offer a wide range of services including tax, financial planning and wealth management to High Net Worth Individuals and their families, business owners, c-suite professionals, Trustees and Executors. We are driven to ensure your affairs are dealt with as smoothly and efficiently as possible.