Trust Creation and Administration

The Right Choice of Trust

We are ready to advise how the use of Trusts can assist you in tax planning, preserving assets, and practical wealth management.
Careful consideration needs to be given not only to ensure that the most appropriate form of trust is used, but also that the tax implications are considered to ensure that the most favourable outcome is achieved.
Trusts can be created during your lifetime, or through your Wills, and may in some cases come into existence as a result of the applications of law

Here are some of the specialist Trusts that we can help to create for you, each one will be tailored to your specific needs;

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Trust Administration Department

However a trust is created it is essential to choose the best professional advisors to ensure that your Trust continues to be run in the most efficient way.
Careful thought must be given to the choice of investment advisor, accountant and legal advisor. Furse Sanders can help you to make these choices.
Ross Owen will provide support and advice on all aspects of trust administration, both for new and existing trusts.
Our systems and procedures will ensure that you receive the best quality advice for a realistic professional charge.
We can assist in completing annual accounts, tax returns, reviewing the performance of trust assets, re-arranging trustees, hosting trustees meetings, and tracing beneficiaries.
If you are struggling to administer a trust yourself then feel free to talk to one of our advisers who will help you re-structure the trust to improve it's performance and to reduce your administrative burdens.

Being a trustee is a big responsibility, and we are here to help.