Trusts

Trust Management

Our Private Client Department manage a number of mainly Will Trusts and deal with the day to day issues which occur such as:

• Preparation of annual Trust Accounts
• Assessing the Inheritance Tax implications of a trust
• Liaising with accountants in connection with Income Tax and Capital Gains Tax issues relating to trusts and ensuring that annual Income Tax Returns are completed
• Liaising with other professionals including stockbrokers and Independent Financial Advisors (IFAs) in order that trust assets are regularly reviewed in accordance with trustees’ obligations
• Liaising with land, property and estate agents as necessary where a trust includes land and property as part of its assets
• Advising trustees in connection with trusts generally
• Liaising between trustees and beneficiaries in connection with beneficiaries’ entitlements under a trust

In addition to the above, members of Kerseys Solicitors LLP also act as professional trustees to a number of trusts.

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