Several Partners have for many years been the Trustees of family, wealth management and protection trusts and also advise the Trustees of many settlements. This includes the setting up of Trusts, their administration and winding up including breaking before their natural termination date.
We act for Trustees of all forms of family and financial settlements including bare trusts, interest and possession trusts, life interest trusts, and protective trusts.
We provide administration services for Trustees in the preparation of annual accounts and tax returns and liaise between Trustees and professional advisors on the continuing appropriateness of investments bearing particularly in mind the obligations of Trustees under the Trustee Act 2000 and other relevant legislation.