Trust Administration

At WBW we provide a unique service when administrating and managing Trusts.

trust administration piggy bank calculator

Trust Administration

At WBW we provide a unique service when administrating and managing Trusts. We are equipped to complete all compliance matters in relation to income tax, capital gains tax, inheritance tax and to advise accordingly.

The work undertaken on an annual basis during the tax administration is as follows:

  • Six monthly investment reviews
  • Annual trust accounts
  • Income tax return
  • IHT100 form (if required)
  • A property management service
  • Annual analysis on the requirements of the Beneficiaries – this can also include Income and Expenditure Accounts to ensure the trust assets are providing sufficient returns to support the Beneficiaries

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What Our Clients Say

Joanne Hayes

Thank you so much for your work on our purchase. It has been a fairly protracted affair with the odd twist and turn along the way, but your expertise has been a source of reassurance throughout. I have moved house a fair few times over the past 15 years, but never have I encountered a solicitor who is so personable but, crucially, also so swift to respond

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Laura Clarke

We were introduced to Laura Clarke who also enabled a smooth transition of our business in what was a short timescale.

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Fiona Yellowlees

Fiona Yellowlees was amazing and supportive.

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Emma Davey

Emma Davey is the best solicitor we have ever dealt with in our nearly 40 years of dealing with legal people. So knowledgeable, understanding and professional.

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Kate Maslen

Thank you, to you and the staff at WBW, for your time and assistance in settling the matter. It has been a stressful time for us, and I am immensely grateful that it has been resolved.

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Anju Newcombe

Anju Newcombe was particularly helpful, and her replies to my questions were always very swift.

If I need a solicitor in the future, I will definitely go directly to WBW and Anju Newcombe.

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Stephen Craig

We would like to say a big thank you for all your hard work you have put in on our behalf.

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Louise Crockford

We were very impressed the first time we used Louise Crockford at WBW. Being able to call her directly and get an instant answer is extremely useful. We had several house purchases fall through, but Louise took the pain out of a stressful process.

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Darren Heard

Our sincerest thanks for all your work on this on our behalf and for getting it to a swift completion. 

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Marie Moore

Marie was exactly what we wanted from a conveyancer – informative, approachable and easy to contact.

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Justin Osborne

Justin has assisted me over a few years with various employment contract issues and was fantastic. I would highly recommend him.

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Tim Selley

We were looking for a specialist solicitor who dealt with residential park homes, and after speaking with a number of potential firms, we chose WBW as we felt Tim was best placed to help.

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📢 Luisa Nicholson Solicitor is joining WBW Solicitors
From 1st October 2026, Luisa Nicholson Solicitor will merge with WBW Solicitors. Find out more →

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