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

Through insightful conversations we help clients make their own decisions, as this is key to being successful in business

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We want to see our clients succeed and achieve the best outcomes

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If you run a business or farm, you need the right team around you to be successful

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We make it as easy as possible for our clients, so they can concentrate on running their business

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We are proactive in getting to know you and understanding your hopes and dreams

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We guide our clients in the right direction and open their eyes to new opportunities

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Our clients leave us knowing more than they knew before - whether it's knowledge about their business or confidence in their future

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We walk the talk. We know what it takes to do the job, and we make recommendations on that basis

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