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.
Our services
- Trust administration
- Inheritance tax planning
- 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.
In recent years we have been named STEP's Accountancy Team of the Year at the Private Client Awards, are regularly featured in the eprivateclient rankings, and have been named as the 2nd best firm in FT Advisers Top 100 list having been named in the top 10 for over a decade.
Get in touch
If you would like to know more about our wealth management services, please get in touch today.
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