What duties do trustees have?

Trustees must manage trust assets responsibly, act in beneficiaries’ best interests, comply with the trust deed, prepare accounts, and fulfil tax obligations.

Can a solicitor act as a trustee?

Yes. We can act as professional trustees to provide independent, experienced trust management you can rely on.

Trust Administration Services

Our dedicated trust administration services provide expert legal support to trustees, beneficiaries and families who require professional guidance on managing trusts.

Whether you’ve been appointed as a trustee for the first time, require a professional trustee, or need ongoing trust accounting and tax reporting, our team has the specialist knowledge and practical experience to support you every step of the way.

Expert Trust Management Services in Scotland

A trust is a powerful legal arrangement often created during lifetime or through a valid will, and administering it correctly is essential to protecting both assets and intentions.

As experienced trust administration solicitors, we understand the legal complexities and responsibilities that come with managing trust assets, and we are here to make the process clear, compliant and tailored to your needs. Our team provides practical, proactive advice grounded in trust law, ensuring trustees can fulfil their duties with confidence while protecting both the trust and its beneficiaries.

Our services are designed for:

Executors and administrators handling trusts created under wills
Trustees seeking legal support with ongoing trust management
Beneficiaries requiring clarity on trust entitlements
Families with multi-generational trusts
Individuals transferring assets into trusts as part of estate planning

Types of trust reviews

Initial Management Reviews

For new clients who already have a trust in place, we offer a comprehensive initial management review service. This is designed to ensure the trust is being administered correctly and in line with both the trust deed and current trust law.

This initial review gives trustees clarity on their legal position and provides a clear roadmap for compliant and effective trust management going forward.

Annual Management Reviews

For all clients who set up their trust with us, we conduct annual management reviews to ensure the trust continues to operate efficiently and in accordance with HMRC requirements.

By carrying out regular reviews, we help you stay up to date with changes to legislation affecting tax liabilities, including capital gains tax and inheritance tax.

Why Choose Jones Whyte?

As a law firm specialising in estate planning, we bring not just technical legal expertise but a deep appreciation of the emotional and financial sensitivities involved in trust management. When you work with us, you benefit from:

Specialist Trust Law Expertise

Our solicitors are specialists in trust law, tax compliance and estate planning strategy, ensuring the financial assets in your trust are managed legally and efficiently.

Professional Trustee Options

If you need an independent, professional trustee, we can act on your behalf – giving you impartial administration and strategic advice for every decision.

Working with Trust Companies

We work closely with external trust corporations to provide professional trustee services where appropriate, ensuring trusts are administered in accordance with the trust deed and the settlor’s intentions.

Fixed Pricing for Trust Reviews

At £420 + VAT, our fixed price Trust management service ensures that your trust remains tax efficient and free from trust disputes at all times.

Contact Jones Whyte today

For Expert Advice on Trust Administration

Do not hesitate to reach out to our dedicated Estate Planning team, who work closely with yourself and other family members to ensure your trust operates as efficiently as possible.

0141 674 4366

info@joneswhyte.co.uk

Meet Our Trust Experts

Our expert solicitors in Trust Management can help you structure your estate in the best way and make you aware of how to protect your wealth for the future, provide for your loved ones and minimise tax.

Find a solicitor

Lorna Mirmelli

Senior Solicitor

Roisin Eleanor Gunn

Senior Associate

Ross Anderson

Partner

Reviews

What is Trust Adminsitration?

Trust administration (sometimes called trust management) is the legal process of managing and settling a trust in accordance with the trust deed and relevant law. Trustees have a range of duties and obligations – including asset management, beneficiary communication, record keeping, income tax reporting and distribution of trust funds – all of which must be performed with care, impartiality and legal precision.

Our Trust Administration Services cover every aspect of the trustee role so you can:

Trust Management - Frequently Asked Questions

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Trust Administration Services

Expert Trust Management Services in Scotland