Understanding Trust Management
At Cohen Knights, we act as a Trustee for hundreds of Trusts. Managed by our dedicated team of experts, we are proud to have a portfolio of active Trusts that are currently valued at over £150 million – a figure that is constantly increasing.
It is crucial that Trustees comply with the various Trustee Acts. Duty bound to honesty, integrity, loyalty, and good faith to the beneficiaries of the Trust, the Trustee must act exclusively in the best interests of the Trust and be actively involved in any decisions.
To ensure that you are complying with your statutory duties as a Trustee, we can advise, plan, and manage the legalities of your Trust for you.
Key Benefits of Trust Management
Trust management sets up a framework that ensures the safety of your Trust and protects your assets and wishes for a smooth transition of wealth to your chosen beneficiaries.
- Advice on Trustee duties and responsibilities
- Administering and managing Trust assets
- Monitoring investment management performance
- Preparation of beneficiaries’ income tax certificates
Personal Approach
Gain complete peace of mind with attendance at Trustees’ meetings, liaising with professional advisers.
Estate Advice
Utilise expert advice in the legality of Trusts with our tailored trust management solutions.
Will Trusts
Unlock asset preservation and manage your assets through our complete Trust services.
Lifetime Trusts
Maintain your assets, wealth, and property during your lifetime with our effective Lifetime Trusts.
Why Choose Us
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