Trust Administration

All trustees face ongoing administrative responsibilities. Our team make these duties less time-consuming by dealing with the day-to-day issues on your behalf. We can prepare trust accounts and tax returns and handle all correspondence with trustees, beneficiaries, investment advisers, land agents and the Inland Revenue.

We advise on taxation issues connected with trusts, both on their creation and winding up, and during the lifetime of the trust. If changes in your family circumstances mean that the original trust structure is no longer appropriate, we will advise on the variation of existing arrangements.

Our team are also experienced in dealing with disputes which may arise in relation to trusts. Commonly, these occur in relation to the interpretation of trust documents or the actions of trustees, in such cases we will, where appropriate, work closely with our litigation team. Find out more.

Mogers solicitors