Trusts and Estate Administration

TRUST US WITH YOUR TRUST

Creating a trust, or other estate planning vehicle, is just the start. To have true confidence in your plans, you need to ensure that they are in safe hands, administered by a representative who will execute them in the manner in which you intended. Simcox and Co act as trustees, administrators and executors for a large number of estates, providing a range of services for both clients and beneficiaries.

COLLECTING ASSETS

As a company that has worked closely with you and your family, no one is better placed to understand the range of assets held your estate or in trust. Simcox & Co will collect your assets promptly and efficiently, liquidating them as required, in order to achieve a swift and satisfactory distribution according to your will or trust guidelines.

PREPARING ACCOUNTS

Keeping track of larger, more complex estates can be confusing for relatives and other interested parties. As trustees, Simcox & Co will keep all stakeholders fully informed with comprehensive accounts. These can be produced as interim accounts, to allow initial funds to be distributed, annual accounts for the largest estates and final accounts when all our work has been completed on your behalf.

FILING TAX RETURNS

Having made careful plans to mitigate your inheritance tax burden, Simcox & Co will make sure that you benefit from all your reliefs and allowances by submitting appropriate trust or estate management tax returns promptly and professionally. This helps your beneficiaries to receive the maximum possible from your estate without complications or HMRC challenges.

ENACTING YOUR PLANS

Ultimately, the work of a trustee, an estate manager or an executor is to make sure that your wishes are fulfilled and that your estate is divided according to your will. Through a combination of careful planning with you and your family, and faithful execution of those plans after you have passed on, Simcox & Co provides the peace of mind that your estate will be distributed exactly how you want it to be with the minimum of deductions.
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