Trust Administration Services
Trusts and foundations, with careful planning and arrangement,
can be used to protect your wealth, minimise tax and ensure
absolute privacy.
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 ongoing 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 discuss how we may be able to assist you please contact Mike Conroy or Xiaojie Bai.
Have a question?
Live chat | w: Contact us | e: mail@atcsolutions.com | t: +44 (0) 20 7648 8950