Trust administration lawyers

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

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Managing trusts can be a complex and time-consuming process. Our trust solicitors are here to provide you with peace of mind by taking care of all aspects of trust administration, from compliance and tax planning to investment management and distribution of assets.

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.

Why choose our trust administration solicitors?

Here at Moore Barlow, our trust administration solicitors will ensure that your trust is managed with the utmost care and expertise. Our team is highly skilled in navigating complex tax laws and regulations, providing peace of mind that your assets are protected and distributed according to your wishes. With a focus on personalised service and attention to detail, we strive to exceed your expectations and provide exceptional value. Trust us to handle your trust administration needs with professionalism and integrity.

How can our trust administration solicitors help?

Let our trust administration solicitors can provide expert guidance and support in managing and distributing trust assets, ensuring compliance with legal and tax obligations, and resolving disputes. With extensive knowledge and experience in trust law and taxation, we can help you navigate complex trust administration processes and achieve your desired outcomes. Our tailored solutions are designed to protect your assets and provide peace of mind for you and your beneficiaries.

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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