Trusts

A longer term commitment to making a difference

From helping you define the objectives of your trust, to setting it up, our team of experienced specialist managers can take care of everything on your behalf.

We will deal with all the routine administration involved in running a trust; we will receive and process all requests for donations; and we will meet regularly with co-trustees to report on progress and to make decisions on grants.

As for your level of involvement, that is entirely up to you. Some clients, and their families, enjoy playing an active role in directing the activities of their trust. Others prefer to leave all the key decisions in our capable hands.

In addition to setting up and managing private trusts, we provide and administer a full range of trusts and undertake all trustee responsibilities.

The services provided by our trust team include:

• Understanding your charitable objectives
• Establishing your trust - preparing the deed, arranging charity commission registration and banking facilities
• Receiving and processing all appeal requests
• Regular meetings with co-trustees to deal with administrative matters and grant agreements
• Making payments of grants and monitoring receipts and progress reports from charities
• Dealing with all administration and accounting.

Fees and charges

Fees charged are dependent on the size of the trust, time spent and responsibilities undertaken.