We are able to offer a full range of trust administration services in the UK.

These include:

  • Advice on trusts and holding structures for tax planning and wealth management.
  • Bookkeeping and preparation of annual accounts.
  • Arranging the payment of trustee expenses, and general trust administration.
  • Accounting for trusts and underlying structures.
  • Taxation of trusts, including the preparation of tax returns and correspondence with HMRC.
  • Estate tax returns.
  • Maintenance of bank accounts.
  • Monitoring of income.
  • Administration of investment and property portfolios.

Contact Us

Allan Holmes

Partner, London

Key experience
Allan is a member of the Private Wealth and Estates Group and specialises in trust and private client compliance and...