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Straightforward, transparent and specialist advice for maintaining trusts and preserving wealth for future generations

Lauren Hockley-Smith

Trust Manager

Trust management has never been so involved and complex. With the introduction of various new legislation and reporting duties for trustees, Lauren is able to assist with the management of trusts and oversee the ongoing and arising administration concerns.

Lauren can assist with the day-to-day management of trusts, which includes but is not limited to; annual trust accounts and Tax Returns, registration and annual maintenance on The Trust Registration Service with HM Revenue & Customs, liaising with third parties including accountants and investment managers and dealing with any concerns of the trustees and beneficiaries.

Testimonials
Testimonials

“Your advice and persistence throughout the months was decisive at several points. We are both very grateful.”

(A trust beneficiary in relation to a property purchase)

Lauren can also deal with the more specialist aspects of trust management, such as Inheritance Tax calculations on entry into or termination of a trust and the ten-year anniversary charges as well as drafting formal Trust Documents to record any alterations.

Lauren and the Wealth Preservation Team can provide a full-service trust management package with the requirements of the trustees at the forefront of our service, making sure that an individual and bespoke service is provided for each matter.




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      By completing and submitting this form, you consent to Greenwoods Legal LLP processing your personal data to provide you with the email update services you have selected and any other materials and information about our services that Greenwoods Legal LLP reasonably believes will be of interest to you. You are free to withdraw your consent at any time by emailing mailinglists@greenwoods.co.uk