Trusts and Trustees
Related Information
Trusts and Trustees
Legal Services for Trusts
Our team of Trust Lawyers can provide technical legal advice to:
- those wishing to set up a Trust (Settlors)
- those whose responsibilities it is to management a Trust (Trustees) and
- those entitled to benefit from a Trust (Beneficiaries)
The team of Trust Lawyers comprise:
Furley Page is recommended by The Legal 500 for providing specialist advice on Personal Tax, Trusts and Probate.
Independent Financial Advice for Trusts
Furley Page Financial Planning Team is experienced in advising Trustees on trust investments. The Trustee Act 2000 imposes a heavy burden on Trustees particularly in relation to their investment function. Trustees must remember their responsibilities to observe 'the standard investment criteria. This involves 'diversification and suitability'. Our team of investment advisers can guide you through the legal and investment requirements and will help to answer the following questions:
- Is your investment risk spread sufficiently?
- Is the balance between income and capital acceptable?
- Is the portfolio sufficiently liquid to meet contingent tax and other liabilities and outgoings?
- If Trustees have a majority holding in a private company what should they do to ensure they minimise their exposure to risk if the company fails?
For further information contact a member of the Financial Planning Team or see Trustee Investments.
Trust Administration Services for Trusts
Our team of Trust Administrators can provide trust administration services to Trusts and Trustees:
The team of Trust Administrators comprise:
Trust administration services includes:
- Production of Annual Trust Accounts
- Filing annual Self Assessment Tax Returns
- Making distributions to beneficiaries
- Filing Inheritance Tax Returns on death of life tenant beneficiary, on distributions or on tenth anniversary.
- Keeping a diary to ensure that all significant Trust events are actioned in a timely fashion
- Liaising with stockbrokers or financial advisers to facilitate investment changes
Please contact a member of our team for further information on Trusts and Trustees.
Quick contact
- Please call 0845 603 1057
- Send us a quick enquiry >
- Email us >
- Meet the Trusts and Trustees team >
Testimonials
Furley Page is recommended by The Legal 500 for expertise in advising on Personal Tax, Trusts and Probate.
The Legal 500 2011 : Private Client - Personal Tax, Trusts and Probate
- Services for Individuals
- Services for Business
- Services by Sector
