Trust Administration

Our Trust Administration services are charged according to the market value of the trust.  Fees are charged annually in arrears, according to the following scale:

 

Value Fee
Value up to     250,000 0.50%
On the next     250,000 0.25%
On the next     500,000 0.20%
Thereafter 0.15%

 

Minimum Annual Fee

Our minimum annual fee will be £1,000.

 

Whats included:

The annual fee will cover routine trust administration, including:

  • preparation of annual trust accounts
  • attendance at one annual meeting of the trustees
  • liaising with financial advisors, stock brokers, lawyers etc
  • phone calls and correspondence in relation to the routine administration of the trust
  • submission of the trust tax return
  • maintaining the annual trust register
  • completion of forms R185 for the beneficiaries