Helping you manage your trust efficiently and cost-effectively
At Watson Buckle, we appreciate how important it is to choose the correct people to manage your trust on a daily basis.
However, with the trustee’s role and responsibilities becoming increasingly complex and subject to further regulation, using the services of a professional trustee ensures they have the experience and expertise to carry out all the required duties.
The benefits of a professional trustee
Choosing a professional trustee will not only offer impartiality, but also continuity, stability and specialist knowledge of the many complex issues involved. Furthermore, a professional trustee provides reassurance that the trust is being administered correctly, in line with legal requirements and best practice, and in the best interests of the beneficiaries.
Technical expertise and practical experience
At Watson Buckle, we have many years’ experience in acting as professional trustees, and have the technical tax and trust expertise required to ensure that your financial affairs run smoothly. This is combined with practical experience of handling the delicate matters that can occur when managing trusts.
The service is tailored to suit your individual requirements, and you will always be kept informed of the action that is being taken on your behalf.
How we can help
Our dedicated services include:
- Trust administration and accounting
- Supporting and advising lay trustees
- Preparation of tax returns
- Distribution of income and assets according to the trust documentation
- Payment of invoices
To find out more about how we can help, please contact us.