The trust team deals with all aspects of trust management; we administer and safeguard trust assets, monitor investment selection and performance, maintain accounting records, prepare annual accounts, prepare annual tax returns, carry out inheritance tax compliance, advise as to income and capital distributions and coordinate meetings among trustees, professional, investment and service providers and beneficiaries.
We work closely with colleagues in our wealth planning and contentious trust practices to offer a complete service to our trustee clients.
We also offer corporate trustee services in UK via our in-house trust corporation, WITCO. WITCO is able to act not only as trustee but also as protector and nominee if so required.
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We currently manage a portfolio of more than 400 trusts, based mainly in the UK and the US. These trusts are invested in a broad range of assets, including investments in marketable securities, private companies, homes, collections of art, agricultural and commercial real property and other commercial interests. Trusts range in size from £500,000 ($1m) to very many millions. They include trusts for individuals and also trusts designed to fulfil charitable objectives.
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Robert McLean
DD: +44 (0)20 7597 6055
Email me
Alice L. Lopes
DD: +1 203 974 0305