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Trustees

Helping Trustees to ensure all decisions are made in the best interests of the beneficiaries.

COVID-19: Managing the impact 

Helping you and your business through the challenges

Acting as a Trustee means you have legal duties and obligations, which has become increasingly complex in recent years. The role of a Trustee is pivotal when passing wealth on to the next generation. Trustees can be trusted family members or friends but they can also be professionals such as solicitors or accountants to ensure all decisions are made in the best interests of the beneficiaries.

Trusts provide flexible, financial protection for those important to you, making sure that value passes to future generations in a tax efficient way.

We can help you:

  • ensure you have the most up to date UK tax advice so to avoid penalties from HMRC
  • identify tax planning opportunities for beneficiaries
  • understand the implications when terminating a Trust
  • meet your compliance obligations as Trustee
  • determine distributions to beneficiaries where relevant.
News
Our Crowe Trust team has been beta testing HMRC’s new software for the Trust Registration Service, this should be available to agents by the summer.

Contact us

Rebecca Durrant
Rebecca Durrant
Partner, National Head of Private Clients
Manchester