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Fact Sheets
Posted on 5th January 2016

Trust Management Services

The managing of trusts can often be complex and time consuming. Our specialist trusts team can advise you on all aspects of setting up trusts and administer them on your behalf.

Our specialist trusts team can advise you on all aspects of setting up trusts and administer them on your behalf. We currently look after more than 300 trusts – advising, handling administration and dealing with compliance issues.

Our service includes:

  • maintenance of trust accounts
  • preparation of annual statements
  • arranging tax returns
  • providing updates on balances
  • regular reviews
  • advising on trustee duties and requirements
  • advising on income tax, capital gains tax and inheritance tax issues
  • making income and capital distributions
  • tax compliance including annual trust income tax returns, Inheritance tax returns and arranging tax payments
  • winding up the trust

In addition to our trust management role, Brachers Trust Corporation Limited can be appointed as a professional trustee at no extra charge.

Brachers Trust Corporation Limited (BTC)

BTC is an efficient and cost effective way of appointing a professional trustee of your family trusts and can be appointed solely or with other trustees. Continuity is assured as no issues arise from the absence, death or retirement of an individual trustee.

Brachers will continue to be engaged to provide legal services to BTC. A specialist lawyer will continue to act for you, and any other co-trustees, through BTC, providing personal contact with a known individual.

There are no additional charges for BTC acting compared with an individual partner in this firm. Our fees will be paid in the normal way from the trust fund.

If you would like any further information on trusts or Brachers Trust Corporation Limited, please contact Justine Sloover on 01622 776436 or at justinesloover@brachers.co.uk.

Download This Factsheet

Trust Management Services

The managing of trusts can often be complex and time consuming. Our specialist trusts team can advise you on all aspects of setting up trusts and administer them on your behalf. Download PDF

Download Related Factsheets

Brachers Trust Corporation

Brachers Trust Corporation Limited is an efficient and cost effective way of having a professional trustee of your family trusts. Our fact sheet explains more... Download PDF

Published by

Justine Sloover

Senior Associate

T: 01622 776436

Email Justine

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