Trustee services

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Trustee services

Expert trustee services for lasting protection

Imperium delivers end-to-end trustee support, combining technical depth with responsive, personal service. From establishing new structures to modernising long-standing arrangements, our qualified accountants, chartered tax advisers and STEP-qualified professionals work together, ensuring every trust meets its purpose while remaining fully compliant.

We act as a single point of contact for families, advisers and corporate groups, coordinating legal documentation, investment oversight and multi-jurisdictional reporting. Independent ownership keeps our advice impartial; secure digital portals keep information accessible. The result is confident decision-making and measurable peace of mind for settlors, trustees and beneficiaries alike.

UK Trust services

We create, register and administer UK trusts of every type – drafting deeds, maintaining accounts, managing distributions and guiding investment policy. Clear reporting and proactive advice allow trustees to focus on strategic goals, not paperwork

Discretionary Trusts

Flexible structures giving trustees power to balance family needs; we establish, administer, file taxes and guide distributions for evolving circumstances.

Discretionary trusts services

Fixed Interest Trusts

Ensuring beneficiaries receive defined income or capital on schedule; complete administration, tax filings and investment oversight delivered with transparency.

Fixed interest trusts services

Accumulation and Maintenance Trusts

Building capital for future beneficiaries while managing ten-year and exit charges through rigorous forecasting, tailored investment mandates and clear beneficiary reporting.

Accumulation & maintenance trust services

Bare Trust Arrangements

Nominee structures drafted, registeredand administered, principally to provide client confidentiality on the holding of their assets. The income is taxed directly on the beneficiary.

Bare trust arrangements services

UK tax compliance for offshore trusts

Offshore structures face increasing UK disclosure obligations. Imperium prepares trust returns, inheritance-tax charges and capital-gains computations, liaising with overseas advisers and HMRC to protect confidentiality while securing full compliance and available reliefs.

Stockpiled Gains (SPG) in Offshore Trusts

Forensic analysis of controlled foreign company profits, detailed SPG reports and mitigation strategies aligned with wider group tax planning.

Stockpiled gains services

Inheritance Tax Compliance

Complete IHT reporting for estates and trusts, valuation management, instalment scheduling and relief claims, preserving family assets and harmony.

Inheritance tax compliance services

Advice on Trust Restructuring

Modernising outdated deeds, migrating residence or winding up structures with full tax modelling, coordinated legal drafting and seamless stakeholder communication.

Trust restructuring services

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Celebrating 12 Years of Dedicated Tax Advisory with Milliman LLP and the Reigate Office

“For the past 12 years, Milliman LLP has worked closely with the Reigate office, who has handled our diverse tax-related needs. Being an LLP, we require detailed attention to compliance and advisory matters, and they have been instrumental in helping us navigate the complexities. They’ve ensured we’ve kept compliant on current tax laws and have kept an eye out on future changes.
In addition, the Reigate office has managed the individual returns for our partners with diligence and care, providing a personalized approach coupled with proactive advice. We are grateful for their support and guidance over the years and look forward to our continued partnership.”

Tina Pierce | Director, Milliman

Exceptional Service, Even for the Most Demanding Clients

“I wouldn’t hesitate to recommend - work undertaken is comprehensive and correct, and they always seem to maintain a smile for the most demanding of clients (like me)!”

Andrew C. Reid | Managing Director, Deutsche Bank

Trusted Advice and Proactive Support When It Matters Most

“As a client I have always valued your firm’s support and responsiveness to any questions I have in relation to tax matters. I know I can rely on getting good and timely advice and you also highlight matters that I should be aware of or consider.”

Simon Dudley | Reward Director, BP

Expert Handling of Routine and Complex Tax Matters Alike

"The Reigate office have taken care of my tax affairs for a number of years. As well as dealing with routine tax reporting, they have also helped with strategic tax planning and some complex tax issues, their advice has been invaluable to me. I can’t recommend the team more highly!”

Peter Jackson | Chartered Financial Planner, AWD Chase de Vere

Expert, Personal Service You Can Trust

“The Reigate office provide a full, expert and personal service. I would have no hesitation in recommending them.”

David Collinson | Head of Business Origination, Pension Corporation

Reliable UK Tax and Financial Advice from the Reigate Office

“I highly recommend the Reigate office for expert UK tax and financial advice. I have worked with the team for years and they have always delivered high quality advice, on time and on budget.”

Paul Morris | Managing Director, EMEA, Towers Watson

Unlock confident compliance through Imperium

Partner with us for proactive, professional, and accessible expertise.

Contact our team