Winding up of Trusts

Terminating trust agreements quickly and efficiently, and ensuring all your legal obligations are met.

All trust agreements have a limited lifespan, and when they come to an end, it’s important that the winding up process is professionally managed. This will help to minimise your tax liabilities and ensure that all your legal obligations are met, whilst making sure that all the beneficiaries benefit exactly as they should.

Graham & Rosen’s dedicated Trust department specialises in the winding up of all kinds of trusts. We offer a complete service, including:

• Tax advice
• Drafting of legal documents
• Drawing up final accounts
• Calculating entitlement for beneficiaries
• Transferring assets
• Distributing money

Working closely with the trustees and beneficiaries, we will manage the winding up process from start to finish, terminating the trust quickly and efficiently.

As part of this, we will complete all the documentation required to ensure that your legal obligations are met, whilst providing advice and support to the beneficiaries to ensure that they receive everything they are entitled to.