Trust Administration
Having a Trust requires a lot of behind-the-scenes administration work to ensure compliance with the Trusts Act 2019. We offer a wide range of trustee services including:
- Appointing and replacing trustees
- Adding and removal of beneficiaries
- Debt acknowledgement and gifting programmes
Trustee services
A trust is created when a person (the settlor) transfers property to named people (trustees) to be held for the benefit of people chosen by the settlor (the beneficiaries). Trusts can be complex – it pays to get advice from Chartered Accountants and business advisors if you are involved with a trust.
At MBS Advisors we have insight into the complexities of trusts. We are professional trustees for many of our clients’ trusts, both personally and through our trustee companies. We know what works and we can provide recommendations on that basis.
MBS Advisors can take care of:
- Annual trust resolutions
- Deeds of Retirement and Appointment of New Trustees
- Appointment and Removal of Beneficiaries
- Deeds of Acknowledgement of Debt
- Gifting programmes
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