Trustee Services

A More Group professional trustee can provide continued stability, professionalism and investment proficiency. Selecting a professional trustee can be useful in eliminating the bias that could occur from choosing a family member and ensures you avoid conflicts of interest. By not having the administrator and the beneficiary as potentially the same person, you reduce the chances of a conflict of interest.

More Group trust specialists have experience in working alongside clients as professional trustees by providing a high level of technical tax and trust expertise with practical experience of handling the sensitive issues which arise from time to time.

As part of our professional trustee service, we can manage the following:

  • Investment management oversight

  • Periodic distribution of income or principal as outlined in the trust document

  • Preparation of trust tax returns

  • Termination of trust and distribution of trust assets as specified in the trust document

  • Collecting and distributing income from trust assets

  • Safekeeping of assets

  • Invoice payment

Meeting

Our Trustee Services

Trust and Trustee Services

Custodian 

Trusteeship

Fund Trustee 

Services

Trust & Foundation Services

Death Benefit

Trust

Managed Trust 

Companies

Bare

Trusts

Family 

Office

  • LinkedIn

Terms and Conditions  Privacy Policy  Cookies Policy

 

© 2021 More Group LTD. All rights reserved.

Offices in UK and Ireland. Associated businesses in Netherlands, UAE, and USA. Registered UK Office: More Group (Accounting) Limited, 65 Compton Street, London, EC1V 0BN Registered in UK & Wales with Company Number: 08282882 Directors: M.Conroy FCCA ACA Chartered Tax Adviser FFA FFTA and D.Mould FCCA FAIA CMgr MCMI Registered Ireland Office: Distillery Buildings, Lauragh IDA, Bandon, Co. Cork More Group is the registered business name (no. 535859) of Moretogether (Ireland) Limited, Registered in Ireland with Company Number 5503860 Directors: M.Conroy FCCA ACA Chartered Tax Adviser FFA FFTA (British), D. Mould FCCA FAIA CMgr MCMI (British) and Lee Fox.

-

 

 

Website by Divergent Path.