Trust Administration

Professional trust management from a team you can depend on.

Every trust requires careful on-going management to ensure that it meets all the legal and tax requirements, whilst providing your family with real value and the best returns.

With expert trust administration from Graham & Rosen, you can relax, safe in the knowledge that your trust is in the hands of one of the Humber region’s leading trust departments.

Protecting your assets and maximising your family wealth for future generations, we’ll manage your trust from start to finish. You’ll benefit from a complete, end-to-end service, including:

• Managing the trust day-to-day
• Preparing annual accounts
• Completing trust tax returns
• Managing changes of trustees
• Tax advice and guidance
• The investment of assets
• Dealing with beneficiaries

Whether you are looking to set up a trust or have an existing trust in need of effective management, you’ll benefit from the same high quality, personal support.

We will handle everything, reviewing your trust regularly to ensure that it’s meeting your current and future requirements exactly, and advising on the steps you can take to optimise performance and minimise your family tax obligations.

As well as Hull, we have offices in both Cottingham and now Welton where we are bringing city centre services to your local community; with easier parking and Welton being just off the A63 what could be easier?