Trust Administration Services | Trust Administration | Estate & Trust Administration

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.

Michael Conroy | International Tax Advisor

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

Xiaojie Bai | Accountant

Xiaojie Bai
Qualifications: ACCA
Position: Manager of Business Services
Contact: xiaojie.bai@atcsolutions.com

Have a question?
Live chat | w: Contact us | e: mail@atcsolutions.com | t: +44 (0) 20 7648 8950

Tax Consultants | Corporate Services | International Tax Advisors