Trust management, taxation & investments
Speechly Bircham has been advising trustees for generations, and now manages 700 trusts, many created in recent years.
We support UK trustees of investments and real estate in the management, accounting and tax issues they face, including:
- assisting trustees with the choice of investment managers, recording the trust’s investment policies and monitoring investment performance
- managing all the trust’s tax affairs, including advising on tax breaks, calculating tax liabilities, meeting Revenue compliance requirements and dealing with beneficiaries’ trust tax affairs
- handling the trust’s investments and cash, and arranging sales, purchases and other transactions
- preparing trust accounts and financial statements
- providing professional trustees
- holding trustee investments in our nominee company, in separately designated accounts.
We also advise attorneys under lasting and enduring powers in connection with the taxation, investments and financial affairs of incapacitated individuals.