We provide a range of Trust Administration Services ensure your wealth is protected and tax minimised.

Trust Administration Services

Why are Trust Administration Services important for you?

Trusts and foundations, with careful planning and arrangement, can be used to protect your wealth, minimise tax and ensure absolute privacy.

What may happen if you do not plan and arrange your assets using a Trust or Foundation?

Risk of losing your assets

Ensure that your assets are not used to pay for care home fees or other related expenses.

Risk of diminished income for your loved ones

Trusts and foundations provide financial stability for their future.

Higher rate of Inheritance Tax

Ensure your money, shares and property are passed on in the most tax efficient way.

How can we help you?

We will provide you with professional advice completely bespoke to your specific business objectives.  We will also advise you on the most appropriate medium to use and which jurisdiction to operate within.  Most importantly, we will provide you with full proactive support in the on-going administration & compliance through to dissolution of a trust or foundation.

As part of our trust administration service, we can manage the following:

  • Routine contact with trustees, beneficiaries and investment managers;
  • Regular and one-off distributions to beneficiaries;
  • Maintaining trust records;
  • Preparing annual accounts;
  • Completing tax returns and ensuring compliance with HM Revenue & Customs;
  • Providing relevant tax reporting information to beneficiaries and their accountants;
  • Advising on legal and tax planning issues as they take place.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

Have a question?
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Testimonials

By working with ATC, we can stay in compliance with all tax regulations which enables us to focus on our workload.
Devreux Ltd Director