Trust Admin Department

Trust Admin Department

01926 514 390 Ext 9192

  • If you are aware of a trust or estate that requires a tax return, please let them know, and they will ensure that this is followed up and completed.
  • Likewise if you are aware of a trust that requires a periodic return now – or soon!

  • If you also need a Trust history sheet inputting into Tracker to bring a case up to date on the new system, they can assist.

Who to speak to...

Lia Cole

Trust Administrators 

email me

Meg Bailey

Trust Administrators 

email me