Trust Administration Services

Administering a trust successfully can be time consuming and daunting. Our trust administration solicitors can help you with your duties as a trustee or help you look after your trust correctly.

Trust law, and the reporting requirements that go with it, are complex and trustees can struggle to manage their duties. This means that trustees could face claims from beneficiaries or fail to meet HMRC reporting requirements.

We can protect trust assets and maximise the benefits for your beneficiaries by:

Managing trusts administration for trustees
Assisting with one-off administrative or compliance tasks, such as a single tax return
Preparing trust accounts
Ensuring full legal and tax compliance
Advising on the legal powers and responsibilities of trustees
Acting as professional trustees.

Whether you’re planning to create a trust or you’re a trustee yourself, we can help.

Our specialist lawyers and accountants look after over 1000 trusts of all sizes and types, ranging from small family trusts to large charitable trusts. We offer a complete service - from creating a trust to distributing the final assets to the beneficiaries.

We help with all aspects of trust administration, accounting and tax compliance with systems and processes developed over many years. We’ll help you manage these affairs efficiently and cost-effectively and ensure your meet your legal duties.

Advise trustees on compliance and how to carry out their duties

Offices across the UK

Experts in managing tax and income that can affect trusts

Specialist teams able to manage UK and offshore trusts of all sizes

For general enquiries

0330 123 3882

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Phone lines are open 24/7, 365 days a year

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Darran Fawcett Partner Meet the team

Trust Administration - More Information

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Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Frank Clayton, client

Frequently Asked Questions

What Is A Professional Trustee?

A professional trustee is a person or company (known as a trust corporation) that is knowledgeable and experienced in trust administration. They will act as a trustee for a fee. People often appoint at least one professional trustee to their trust together with other individuals. Professional trustees can:

Inform other trustees with professional advice
Help trustees make objective decisions
Act impartially in difficult family situations.

Professional trustees have the same duties and responsibilities as normal trustees, such as:

Record-keeping
Decision-making
Distributing benefits correctly.

Appointing a professional trustee makes sure these duties are carried out correctly so your trust can protect and distribute your wealth as intended.

Professional trustees can also ensure beneficiaries receive as much as possible. By using their specialist knowledge, they’ll protect trust assets from tax, divorce, or creditors.

Find out more about appointing one of our solicitors as a professional trustee – contact us today.

What Is A Trust Corporation?

Trust corporations are limited liability companies that can take on certain legal roles for a fee. They can:

Act as executors or administrators of an estate
Act as a litigation friend for people with reduced mental capacity
Be appointed as a trustee of a trust
Receive Power of Attorney in certain situations.

Although you may have a specific point of contact within the corporation, no individual is personally responsible for a given role. The directors of the company can make decisions together and work might be delegated or contracted out. The corporation continues to manage the role even when individuals leave, retire or pass away.

Appointing a trust corporation instead of an individual trustee can have various benefits, such as:

Availability of multiple people to sign documents, attend meetings, and make decisions
Combined experience of multiple experts
No costs or delays to replace trustees who step down or pass away
Easier to avoid conflicts of interest
Impartial advice and decision-making.

Call us on 0370 1500 100 to find out more about how the Irwin Mitchell Trust Corporation can help you.

Awards and Accreditations

We're always proud to be recognised for the work we do for our clients and have been named as a leading firm in the latest legal guides - which provide information and recommendations about lawyers and law firms in the UK.