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Trust Administration

Whether clients have simple trusts with one asset or complex trusts with a larger asset portfolio, our experienced team are more than capable of protecting and managing all types of trusts.

 

As professional trustees, we will:

  • Hold trustee meetings
  • Keep stringent trust records
  • Keep assets safe and handle their distribution
  • Manage investments
  • Communicate with beneficiaries and resolve any disputes
  • File tax returns for trusts

 

Financial planning and advice

At CTT Group, we can assist with financial planning and provide advice for investing or growing trust assets. We can also support with tax efficient management of trusts, all to suit the beneficiaries’ best interests.

 

Get in touch to leanr more about our independent trustee services.