Trust Management Service

If you want to pass on your wealth to your loved ones, a Trust can help make sure that they are the people who benefit, and in the way that you want them to.

Become a client

Talk to us about how our expert service can help you with your aspirations and goals.

For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.

Before we provide you with any services or products, we will explain and agree with you what advice can be given, the products and services this advice covers and any charges that will apply.

A Trust’s flexibility can also make it a tax efficient way to manage your wealth for those who matter most to you.

A Trust is a legal entity that holds the assets before they are eventually released to those designated to receive them. One benefit of a Trust is its ability to potentially reduce the value of your Estate for Inheritance Tax purposes.

We can provide expert assistance in the search for the right solution for you. Setting up a range of Trusts may be appropriate, depending on how much control of your assets you want to pass on, and when, to your loved ones. Whatever you want to achieve, we can help.

Our Trust Management Service will manage your Trust with impartiality, integrity and professionalism, as well as taking care of the Trust’s day to day administration.

If a managed Trust is not for you, then we can advise you if a packaged Trust combined with an investment solution could help meet your needs better.

Further information on our Trust Management Service (PDF).

Before we provide you with any services or products, we will explain and agree with you what advice can be given, the products and services this advice covers and any charges that will apply.

Advised services are provided by Bank of Scotland plc or Lloyds Bank plc dependent upon the nature of the advice. Our recommendations will be based on our understanding of your personal circumstances and plans at the time that we provide you with advice. For Advised services, we will advise and make a recommendation for you after we have assessed your needs. We only offer selected products from a limited number of companies. You can find out more about adviser fee charging and professional standards by visiting the FCA.

Non-advised services are provided by Bank of Scotland plc in relation to banking, savings and lending products. For non-advised services, you will not receive advice or a recommendation from us and you will need to make your own choice about how to proceed.

Our services and products have individual terms and conditions. Fees and charges may apply.