Professional trustee services

While trusts are an extremely useful and flexible way of protecting wealth and assets, it is vital to select the trustees who will manage the trust on a day-to-day basis wisely.

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.

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.

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

Talk to our experts...

Director

I work with a range of clients, including owner-managed businesses, sole traders, partnerships, clubs and associations, charities and self-administered pension schemes.