Introduction to trusts: request for advice or information: when we might receive a request for advice
Agents or trustees might ask the trust office for advice on trust taxation, because for example
- the agents acting are a small firm that deals with very little trust work
- lay trustees are attempting to administer the trust without legal help.
We do not advise on the interpretation of trust documents (TSEM1705). But where the agents are a small firm or there are lay trustees, in the interest of customer service you can