Barclays as Trustee
So you've decided you want to create a trust; that means you'll
need to appoint a trustee. Some people might rely on their family and friends
in these situations, but appointing them as trustees is a burden. It can be a
time-consuming and demanding responsibility. If you need someone else you can
trust, try us.
We can take care of all trustee responsibilities including:
|
|
|
•
|
Arranging the preparation of the trust deed, including trusts
set up in a will
|
|
•
|
Dealing with solicitors, accountants and other professional
advisers to fulfill legal and regulatory requirements
|
|
•
|
Actively managing and administering assets held in trust
|
|
•
|
Preparing the trust's tax returns for income tax, capital
gains tax and inheritance tax
|
|
•
|
Dealing with the sale or transfer of assets when it's time
for them to be distributed
|
A safe pair of hands
We've been looking after people's assets held in trust for a
long time. We operate to the highest professional standards, providing a
quality service based on in-depth knowledge and expertise. You benefit because:
|
|
|
•
|
your trust is administered by a professional trustee with the
continuity, reputation, experience and resources of Barclays
|
|
•
|
all aspects of your trust are under one roof
|
|
•
|
specialist technical, taxation and legal knowledge on hand
|
|
•
|
we have unrivalled investment management expertise
|
|
•
|
you get a swift, efficient, personal service
|
|
•
|
we are impartial, so all beneficiaries are treated fairly
|
The Barclays Trustee Service is only appropriate for clients
domiciled in England and Wales and where the Trust is to be created in
accordance with English Law.
* Lines are open Monday to Friday, 9am – 5pm.
Calls may be monitored or recorded.
 |
|
