Accounting clarity for trustees and authorised parties
Trust Accounting & Selected Company Services
Trusts and companies can bring together records, reporting obligations and several decision-makers. Delakazzi considers selected accounting, tax and company-secretarial assignments, with the exact service and authority to instruct established first.
Accounting support for trustees
Tell us what arrangement is involved, who may instruct and the accounting question that needs attention. We first establish the legal structure, relevant period, records and intended recipients.
Trust accounts, related tax compliance or record reconstruction may be considered where the individual assignment falls within evidenced professional scope. This is not an offer to administer every type of trust or estate.
Trust records and financial reconstruction
Where records need to be brought together, the work may involve organising accounting information, reconciling balances or reconstructing a defined history. The source evidence and any unresolved gaps must be clear.
The accounting basis, deliverables and responsibilities are selected for the assignment. An enquiry about one trust matter does not imply acceptance of all associated tax or legal work.
Tax compliance: identify the exact task
The relevant tax, period, filing requirement and available evidence need individual consideration. We do not infer a complete trust-tax service simply from the name of the trust or the principal’s licence.
Describe the required task and any correspondence or deadline without uploading confidential documents. We will establish whether the work can be considered and whether a separate scoped stage is needed.
Selected company-secretarial support
Companies may require help with agreed company information or Companies House tasks alongside their accounts. The work, authority, supporting information and submission responsibilities must be identified separately.
This does not include a blanket registered-office, nominee, formation, trustee or administration service. Identity verification or authorised-agent requirements must be checked for the particular task.
Working alongside solicitors and advisers
We can consider providing accounting information to authorised advisers, with the purpose, recipients and confidentiality arrangements agreed. Legal interpretation, drafting and probate work remain outside this service.
Clear responsibilities help prevent an accounting instruction from being mistaken for legal advice, estate administration or authority to make trustee or director decisions.
What information will we need?
Start with a brief description of the organisation, the support required, the relevant period and any deadline. If we can take the matter forward, the records requested may include:
- Entity or trust type, relevant parties and authority to instruct.
- The specific accounting, tax or company task requested.
- Relevant reporting period and formal deadline.
- Overview of records and existing professional advisers.
- Securely after checks: the documents needed for the individually agreed assignment.
Do not include confidential records, identity documents, bank information, passwords, detailed allegations or legally privileged material in the public form. We agree a secure method for documents after the relevant acceptance checks.
Important professional boundaries
The exact service must be selected.
Probate, reserved legal activities, legal advice and blanket trust or estate administration are excluded. This page does not promise every trust-tax return, registration, inheritance-tax charge calculation or company service. Individually agreed deliverables and exclusions control each engagement.
Specialist assignments are subject to eligibility, conflicts, independence, competence, capacity and deadline checks. Where records or detailed circumstances need review before a full assignment can be agreed, a paid scoping stage is required and agreed first.
Receipt of an enquiry does not mean that Delakazzi has accepted the assignment or agreed to act. Work begins only under written engagement terms.
From first contact to useful work
Our process
- 01
Identify the task
Describe the arrangement and specific support needed.
- 02
Confirm authority
Establish who may instruct and receive information.
- 03
Select deliverables
Assess each proposed service, scope and professional requirements.
- 04
Agree terms
Document records, responsibilities, fees and exclusions.
- 05
Complete agreed work
Provide the specified output and explain remaining actions.
Your questions
Trust & company services: useful answers
Does this mean you administer trusts or estates?
No blanket administration service is offered. We consider specific accounting, tax or company-secretarial tasks and confirm any accepted work individually.
Can you provide probate or legal advice?
No. Probate and reserved legal work are excluded. A solicitor or other appropriately authorised professional may need to advise alongside the accounting work.
Can my solicitor or another adviser contact you?
Yes. We consider referrals after establishing the instruction, relevant parties, authority, confidentiality and proposed accounting task.
Should I send the trust deed or identity documents now?
No. First send only a brief, non-sensitive outline. Sensitive documents should be provided through an agreed secure route after the relevant checks.
A considered next step
Start with a specialist conversation.
Tell us the service you need, your organisation and any deadline. We will explain the next step and whether an initial review is appropriate.