Death benefit trust

As Pension Scheme Trustees will be aware, managing funds for a deceased employee's dependants can be complicated, stressful and time-consuming. An employee's death can put a strain on the employer/dependant relationship so it's essential to get expert advice to keep Trustees on the right side of the ever-changing regulations.

How can we help?

We work with our clients to provide a truly personalised service which can be integrated into an organisation's pension work to produce substantial efficiency savings. Our team of law, accountancy, asset management and tax specialists offer a truly multi-disciplinary approach.

We have proven systems which allow death in service funds for some of the UK's leading companies, including Tesco, Morrisons, Dixons, IBM and Rolls-Royce, to be managed efficiently and cost-effectively. Our in-house trust company, Thomas Eggar Trust Corp Ltd gives additional protection and support to trustees, whatever the size of the fund.

Our death benefit trust service

• Fund and asset management - all issues associated with establishing, holding and managing a fund, whatever their size
• Drafting of trust documents - to be both practical, flexible and tax efficient
• Appointment of professional trustees - who are able and competent in all trust matters
• HMRC compliance - preparation of full Trust Accounts and Tax Returns
• Beneficiary needs - consideration of their on-going needs as they change over time
• A proven track record in handling death in service payments for many of the UK's leading companies