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Our Expertise

TRUSTEE/EXECUTORS SERVICES

Our trust and tax administration team can provide professional assistance in the administration of your trust. We appreciate the difficulties involved in navigating the UK tax system and will work with you, whether you are an individual, a trustee, a charity or a company, to ensure that your UK tax and reporting responsibilities are fully managed.

Investment manager selection

We are able to advise on investment manager selection including the drafting of an investment policy statement to act as a distinctive guide to identifying due diligence concerns for investment managers of traditional and alternative investments.

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Regulatory Compliance

We understand the implications of changes to the law and the effect these have on trust administration.

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Inheritance Tax Reporting

Our team prepares and submits fully compliant Inheritance Tax accounts to HM Revenue & Customs.

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Accounts Preparation

Our dedicated team prepares accounts and financial statements for many types of clients, including trusts, companies and charities.

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Trust Corporation

Our UK trust corporation, New Quadrant Trust Corporation Limited, allows us to act as sole trustee or alongside family or other professional trustees, giving us clear fiduciary responsibilities to you and your trust.

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Trust Administration

We will work with you to create and deliver a tailor-made trust administration service.

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Probate

We can relieve you of the burden of dealing with the estate of a relative who has died and are experienced in dealing with complex scenarios.

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