Once established, the trustees need to maintain and administer their trusts in the interest of the beneficiaries and this is where Anthony Gold can assist, taking the strain away from our clients and ensuring the trustees remain compliant.

Trusts come in many formats – from simple bare trusts, charitable and personal injury trusts, to more complex family arrangements for company shares and land and properties.

We can support trustees and beneficiaries in a number of ways:

• Drafting trust documents such as deeds of appointment and advancement of capital, deeds of change of trustees or simple resolutions recording the trustees’ decisions
• Acting as professional trustees
• Advising on trustees’ duties and obligations to beneficiaries
• Day-to-day administration of trusts including arranging income or capital distributions to beneficiaries, insurance cover for trust properties and payment of trustees’ expenses
• Liaising with HMRC and ensuring trustees are tax compliant
• Reviewing investment performance
• Preparing annual trust accounts
• Providing guidance and advice to beneficiaries of trusts
• Advising protectors of trusts

Whether you are thinking of creating a trust or a trustee or a beneficiary of an existing trust, or simply require legal advice with any aspect of trust administration or compliance, contact us for further information.