Trust and Company Services

A service-by-service approach

Trust, estate and company arrangements vary widely. We first identify the entity or arrangement, legal status, authorised parties, tax and reporting position, records, relevant period and the specific accounting or company-secretarial support requested.

Areas that may be considered

• Trust or entity accounts and related tax compliance where within scope.
• Record reconstruction and accounting information for trustees or authorised advisers.
• Selected company-secretarial and Companies House support.
• Management information and reconciliations for defined entities.
• Coordination of accounting information with solicitors or other professional advisers.

Authority and boundaries

We must establish who is authorised to instruct, receive information and approve decisions. Identity, ownership, conflicts, professional competence and capacity are considered before work is accepted.

Delakazzi does not provide probate, reserved legal services or a blanket administration service through this website. Any accepted deliverables and exclusions are set out in writing.