0370 1500 100

Trust Administration Services

Administering a trust successfully can be time consuming and daunting. Our trust administration solicitors can help you with your duties as a trustee or help you look after your trust correctly.

Trust law, and the reporting requirements that go with it, are complex and trustees can struggle to manage their duties. This means that trustees could face claims from beneficiaries or fail to meet HMRC reporting requirements.

We can protect trust assets and maximise the benefits for your beneficiaries by:

  • Managing trusts administration for trustees
  • Assisting with one-off administrative or compliance tasks, such as a single tax return
  • Preparing trust accounts
  • Ensuring full legal and tax compliance
  • Advising on the legal powers and responsibilities of trustees
  • Acting as professional trustees.

Whether you’re planning to create a trust or you’re a trustee yourself, we can help.

Our specialist lawyers and accountants look after over 1000 trusts of all sizes and types, ranging from small family trusts to large charitable trusts. We offer a complete service - from creating a trust to distributing the final assets to the beneficiaries.

We help with all aspects of trust administration, accounting and tax compliance with systems and processes developed over many years. We’ll help you manage these affairs efficiently and cost-effectively and ensure your meet your legal duties.

Contact us today to find out more about how we can help with trust administration or how to appoint us as a trustee.

Advise trustees on compliance and how to carry out their duties
Offices in 14 locations across the UK
Experts in managing tax and income that can affect trusts
Specialist teams able to manage UK and offshore trusts of all sizes

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Trust Administration - More Information
    • What Do Irwin Mitchell's Trust Administration Services Include?
    • We offer a bespoke service to meet all your trusts’ needs, including:

      • Handling the administration, taxation and compliance requirements of a trust
      • Acting as a professional trustee for the lifetime of a trust (which is longer than an individual trustee can serve) through our Trust Corporation
      • Helping with one-off issues like a trustee tax return or an important transaction
      • Directly managing trust affairs as a sole or joint trustee – you can appoint us as a trustee when creating the trust or to replace an existing trustee.
    • Why Should I Appoint Irwin Mitchell As A Trustee?
    • By appointing us as a trustee, you’re ensuring the best protection for your assets for the lifetime of your trust.

      When appointing an individual trustee, there can be concern about who’ll replace them if they can no longer carry out their duties.

      Our Trust Corporation is an ‘enduring entity’ – it will never need replacing. Your trust will be in safe hands that are familiar with its assets, the beneficiaries, and your wishes.

      You’ll have some of the most knowledgeable experts in the country managing your trust. All aspects of your trust’s administration will get expert insight on tax compliance, property management, accounting, wealth structuring, international law, and more.

      Our highly experienced Board of Directors will contribute to decision-making, with strict internal governance procedures to give you greater assurance.

      Our impartial decision-making lets us assess the best options for the trust and its beneficiaries. Unlike the friends and family that many people appoint as trustees, we can make decisions without any conflicts of interest.

      Call us on 0370 1500 100 to find out more about appointing us as a trustee.

    • Meet The Team
    • The Irwin Mitchell Trust Corporation directors are all partners at Irwin Mitchell LLP. We’re specialist lawyers with extensive knowledge of private client, trust and tax law. We bring detailed expertise, professionalism, and common sense to every trust we’re responsible for.

      Our directors change over time, so your trust will always benefit from a fresh approach. This is balanced with rigorous processes and decision-making governance.

      We also have access to in-house financial planning and investment management services if your trust needs extra support in these areas.

      Meet the team

Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Frank Clayton, client

Frequently Asked Questions

What Is A Professional Trustee?

A professional trustee is a person or company (known as a trust corporation) that is knowledgeable and experienced in trust administration. They will act as a trustee for a fee. People often appoint at least one professional trustee to their trust together with other individuals. Professional trustees can:

  • Inform other trustees with professional advice
  • Help trustees make objective decisions
  • Act impartially in difficult family situations.

Professional trustees have the same duties and responsibilities as normal trustees, such as:

  • Record-keeping
  • Decision-making
  • Distributing benefits correctly.

Appointing a professional trustee makes sure these duties are carried out correctly so your trust can protect and distribute your wealth as intended.

Professional trustees can also ensure beneficiaries receive as much as possible. By using their specialist knowledge, they’ll protect trust assets from tax, divorce, or creditors.

Find out more about appointing one of our solicitors as a professional trustee – contact us today.

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What Is A Trust Corporation?

Trust corporations are limited liability companies that can take on certain legal roles for a fee. They can:

  • Act as executors or administrators of an estate
  • Act as a litigation friend for people with reduced mental capacity
  • Be appointed as a trustee of a trust
  • Receive Power of Attorney in certain situations.

Although you may have a specific point of contact within the corporation, no individual is personally responsible for a given role. The directors of the company can make decisions together and work might be delegated or contracted out. The corporation continues to manage the role even when individuals leave, retire or pass away.

Appointing a trust corporation instead of an individual trustee can have various benefits, such as:

  • Availability of multiple people to sign documents, attend meetings, and make decisions
  • Combined experience of multiple experts
  • No costs or delays to replace trustees who step down or pass away
  • Easier to avoid conflicts of interest
  • Impartial advice and decision-making.

Call us on 0370 1500 100 to find out more about how the Irwin Mitchell Trust Corporation can help you.

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Awards and Accreditations

We're always proud to be recognised for the work we do for our clients and have been named as a leading firm in the latest legal guides - which provide information and recommendations about lawyers and law firms in the UK.

Private Client Team of the Year - Legal Business Awards 2018 legal-500-2019 chambers-2019 chambers-high-net-worth-firm-2018-logo eprivateclient Top Law Firms 2017 The Times Best Law Firms 2019

What Our Clients Say

We truly value and appreciate the feedback we receive from our clients, as we look to improve the services we offer on an ongoing basis.

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Our Offices

Our offices are located in major cities throughout the UK and have excellent transport links.

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