Trusts
Independent trustee and executor services delivered with professionalism, integrity, and expert fiduciary oversight, supporting families and their advisers through every stage of the wealth journey and across multiple generations.
Families seeking professional trustee services, those establishing new trusts, beneficiaries requiring experienced trust administration, and estates needing executor or deputyship support.
Our trusts services
Advising on the right trust structure for your objectives, whether succession vehicles for children, spousal provision, disabled beneficiaries or business continuation, then drafting the trust deed with full legal precision.
Tailored trust administration including annual account preparation, tax return submission, investment oversight, distributions to beneficiaries and regulatory compliance. Our trust corporation can serve as sole or co-trustee.
Specialist preparation and submission of IHT accounts for ten-year anniversary charges, exits and termination of interest in possession trusts, for both onshore and offshore trusts.
Annual account production for trusts and charities, with appropriate regulatory submissions and HMRC filings handled promptly and accurately.
New Quadrant Trust Corporation Limited provides continuity and independence, acting as trustee, executor, nominee holder, attorney or deputy, available continuously without the limitations of individual appointments.
Acting as professional trustee, executor or Court of Protection deputy, bringing independence, expertise and continuity to complex estate and trust scenarios.
Estate management assistance through the probate process, handling complex scenarios, foreign assets, HMRC negotiations and multi-jurisdiction estates.
Advisory support on investment policy statements, due diligence and investment manager interviews for trust portfolios, covering conventional and alternative investments.
Managing all trust regulatory requirements including HMRC Trust Register filings, Legal Entity Identifier registrations, HMRC AEOI and FATCA reporting and evolving HMRC obligations.
Our approach
We advise on structure and draft the trust deed, ensuring it reflects your intentions precisely and is legally robust for the long term.
We take on full trustee responsibility, managing investments, distributions, accounts and compliance with independence and expertise.
All UK tax obligations, HMRC reporting, IHT submissions and regulatory requirements are handled promptly, accurately and on time.
We review trust arrangements regularly and advise on changes needed as circumstances, beneficiary needs or legislation evolve.