Appointing a professional trustee isn’t just about compliance — it’s about protecting the purpose and integrity of your trust over the long term. Whether you’re looking to step back as a trustee or strengthen the oversight of your trust, we’re here to help.
At Wilson Partners, our trustee service brings together deep technical expertise with practical, impartial stewardship — ensuring your trust is run with care, transparency and purpose.
Why appoint a professional trustee?
Trusts are often set up to preserve family wealth, fund education, support beneficiaries, or pass assets between generations. A professional trustee ensures these intentions are honoured — with the added benefit of tax, legal and financial expertise under one roof.
You can appoint us from day one or bring us in later — whether to join an existing board of trustees or replace someone stepping down.
Our role includes:
Oversight and governance of trust activity
Trust Registration Service (TRS) compliance and updates
Annual trust tax returns and capital gains reporting
Ongoing trust accounts to track income, capital and distributions
Inheritance Tax reporting for 10-year charges and exit events
Timely decision-making to meet all regulatory deadlines
Strategic tax planning aligned with the trust’s goals and beneficiaries’ needs
Advising on complex UK tax rules applying to offshore trusts
Our experience across setting up trusts, tax, and accounting means you’ll benefit from joined-up advice and efficient administration — all through a single point of contact.
Our trust services
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Sara Pedrotti
Sonia Munder
Sarah Clarke-Rae
Rachel Bowden
Louise Jones
Gordon McCaw
Ben Fiddes
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