Charity Management

Managing a trust can be time consuming and it can sometimes be difficult to find and retain trustees.

We are able to take full management of trusts and co-opt our trustees to that charity. At the same time we can provide a full grant administration service, allowing trusts to take advantage of economies of scale and low management charges.

If a trust cannot find suitable beneficiaries or has insufficient income, then we can offer the option of winding up and transferring the assets to another similar trust to preserve endowments and original objectives.

This service supports trusts with combined funds of over £1,000,000.

For further information about our Trust Management service, please contact Jim Munton.