Trust Administration

Acting as a trustee can be an onerous job. Argo offer a Trust Administration service which helps ease the pressure.

From the first day of the trust we provide assistance to help you:

  • register the trust with HM Revenue & Customs;

  • prepare and submit annual tax returns;

  • provide tax calculation;

  • prepare Inheritance Tax anniversary reports

  • prepare Annual Accounts (to document transactions during the Trust Administration year);

  • prepare Annual Minutes to record Trustee decisions.

We help you deal with the transfer of trust assets into the names of the trustees and co-ordinate the investment and daily management of trust assets. We prepare all the deeds and documents needed to report money leaving the trust and changes in trustees.

We will also help with the winding up the trust when it comes to an end.

If you need any more information call us on

01622 843729 

or email info@argolifeandlegacy.co.uk

Authorised by CILEx Regulation for

Probate Authorisation Number 2168365

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Our Office

First Floor Cooks Barn

Turkey Mill Business Centre

Ashford Road

Maidstone Kent 

ME14 5PP

01622 843729

 

info@argolifeandlegacy.co.uk

www.argolifeandlegacy.co.uk

Our Accreditation

© 2020 - argo life & legacy ltd - Companies House 09369221

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