Trust administration services

Explore how we can help with the legal protection and management of your wealth and assets.

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Our specialist team are experts in proactively advising trustees on all management and administration issues.

At Moore Barlow, our team are vastly experienced in helping with all aspects of trust administration, accounting and tax compliance in an efficient and cost-effective manner; ensuring that as trustees you can meet your fiduciary obligations.

Working with trustees, we can assist in advising on their duties and understand the time and commitment it takes to manage a trust well. Failure to do so could expose the trustees to claims from the beneficiaries.

Many trusts require meticulous administration and the keeping of detailed records. The team help to relieve the burden of potentially time-consuming and complicated trust management, ultimately reducing the risk of it going wrong for the trustees and their family.

We offer a bespoke service, liaising directly with trustees, beneficiaries, accountants, investment managers and HMRC.

Tim Adams

Tim Adams

Partner | Private wealth

01483 543265

What is trust administration?

Trust administration relates to the management and distribution of assets in a trust. This includes ensuring that the trust is managed in accordance with its terms, distributing assets to beneficiaries, and keeping accurate records. Trust administration can be performed by a trustee or a professional fiduciary.

What does our trust administration service include?

At Moore Barlow, we understand that your needs are unique. Therefore, we offer a service which will meet your bespoke needs. This includes:

  • Managing trust administration for trusts
  • Ensuring you meet your tax reporting obligations to HMRC including the Trust Registration Service
  • Preparing Trust accounts, trustee minutes
  • Acting as professional trustees
  • Preparing trust accounts
  • Advising trustees on their ongoing duties and changes in the law
  • Monitoring of investment income and liaising with Investment Managers.

Contact us

Our trust administration team will provide you with peace of mind through supportive legal advice that is tailored to your individual situation.

With offices in  LondonRichmondSouthamptonGuildfordLymington, and Woking, we’re uniquely positioned to and offer specialist support and expert advice locally and nationwide. Contact us today.

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