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Trust & executorships

We advise trusts and executors, at any stage in their lifecycle. Our wide range of services means that we can provide the complete tax, administration and investment management solution, tailored to meet your needs.  

Our dedicated trust team has extensive experience dealing with trusts of wide ranging size and in many different situations.  Our clients vary from small trusts holding a small number of investments, to complex trusts holding landed estates or private company shareholdings.

Who would find this service useful?

Trustees, Settlors and beneficiaries of UK and offshore settlements

As well as UK resident trusts, we have considerable experience dealing with the taxation and administration of overseas trusts, and the issues effecting the trustees, settlors and beneficiaries of such trusts.

Executors

We are also extensively involved in advising and assisting executors. The Smith & Williamson Trust Corporation can act as executors for an estate, or assist those already appointed. Clients often ask us to co-ordinate affairs and liaise with solicitors to ensure that the necessary requirements are completed in an efficient and timely manner.

What we can offer our clients

We have a team dedicated to dealing with trusts and executorships that provides high quality advice and compliance services, including:

  • preparation of high quality and clear accounts for trusts and estates
  • guiding trustees and executors through the self assessment system for trusts and estates
  • Administrative duties
  • inheritance tax planning
  • acting as professional trustees to family settlements, or independent corporate trustees to corporate and pension scheme clients
  • acting as executor of deceased persons estates through Smith & Williamson Trust Corporation Limited

Who we work with

FAQs

To find the answers to a number of frequently asked questions about this subject visit the FAQs on the right hand side of this page.

Contact us 

If you would like further information about our trust and executorship services, please contact:

email: Wilson Cotton
tel: 020 7131 4224

email: Chris Shepard
tel: 020 7131 4376

email: Joss Dalrymple
tel: 020 7131 4297