Trusts & estate administration
Trust and estate administration can often seem a complex and confusing area, which was further complicated by the changes introduced by the 2006 Budget.
Services provided include:
- preparation of high quality and clear accounts for trusts and estates
- advice in respect of the self-assessment tax system for trusts and estates
- administrative duties
- inheritance tax planning
- acting as professional trustees to family or corporate trusts
- acting as executor of deceased persons estates
- investment management and banking services through Smith & Williamson Investment Management
Our clients include small trusts with a single asset or portfolio, to large landed estates or trusts holding shares in private companies.
In conjunction with Smith & Williamson Investment Management, we can provide a complete tax, administration, investment and banking service to meet the needs of trusts or estates, in an efficient and timely manner.
Contact us
If you would like further information about our trust & 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
