Our Services

Trust Administration Support for Professional Advisers

FOR ACCOUNTANTS, SOLICITORS & PROFESSIONAL ADVISERS

Specialist trust administration and professional trustee support, without the need to maintain that expertise in-house.

Are you managing trusts that have become increasingly time-consuming, complex or difficult to resource?

4.9/5
Your Solicitors with GRIT.
rlk solicitors london

Over 20 Years' Experience

Open and Transparent Fees

SRA Regulated & Trusted

STEP Accredited. Clear, Practical Advice

Working Alongside Your Firm

Your clients remain your clients. Our role is to support the relationship, not replace it.

We offer flexible arrangements depending on your requirements. Your firm can retain responsibility for accounting or tax work while RLK handles the legal and administrative aspects of the trust.

Alternatively, we can provide more comprehensive trust administration or, where appropriate, take over the trusteeship itself.

Whether you have one trust or a portfolio, we can explore an arrangement that works for your firm and the people you advise.

Let's Discuss Your Trust Administration Requirements

You do not need a large portfolio or a fully developed transfer plan to start a conversation.

If your firm has existing trusts that are becoming difficult to manage, or you are reviewing your trust administration responsibilities, our Estate Planning team would be pleased to discuss how RLK could assist.

How RLK Can Help

From a single trust to an established portfolio, our Estate Planning team can provide ongoing administration or, where appropriate, take over trusteeship.

Trust Administration & Management

Ongoing administration, trust accounts and records, trustee appointments and retirements, resolutions, beneficiary distributions, trust property transactions and liaison with trustees, beneficiaries and professional advisers.

Tax & Compliance

Trust Registration Service (TRS), HMRC returns and correspondence, income tax, capital gains tax, Inheritance Tax, ten-year anniversary and exit charges, and historic compliance matters.

Trust Restructuring & Closure

Reviewing existing arrangements, changes to trustees and beneficiaries, transferring assets, preparing trust deeds, reorganising trusts and bringing arrangements to an orderly conclusion.

Professional Trusteeship

Where appropriate, RLK can act as professional trustees, providing independent, ongoing support where existing trustees are retiring, unable or unwilling to continue, or additional professional oversight is required.

Our Expertise

We work alongside accountants, solicitors and other professional advisers to manage existing trusts, helping you reduce the administrative burden while maintaining your valued client relationships.

Let's Discuss Your Trust Administration Requirements

If your firm has existing trusts that are becoming difficult to manage, or you are reviewing your trust administration responsibilities, our Estate Planning team would be pleased to discuss how RLK could assist.

You do not need a large portfolio or a fully developed transfer plan to start a conversation.

rlk solicitors london
4.9/5
Your Solicitors with GRIT.

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