Changing Regulation and Legislation
The new Trusts Act 2019 has brought about new responsibilities and disclosure requirements. Other legislation has also impacted the running and management of a trust today, so it’s critical everything is managed properly.
Test your knowledge of your trustee responsibilities here and see if there are any gaps.
Our Services
We offer a range of trust management services to help manage your trust for you so you know all of your obligations are being met.
Costs and Fees
The costs and fees for our trust management services will depend on the type of trust you have and the assets in it and we’ve set out three broad examples:
- Trust owns a residential home only (and where the beneficiaries live).
- Trust owns a residential home where the beneficiaries live as well as a second property like a rental or bach.
- Trust owns an investment portfolio, shares in a private company, a residential home where beneficiaries live, and a second property.
