Umbrella Trust Administration
Fairheads offers professionally administered umbrella trusts which are designed to safeguard assets on behalf of beneficiaries.
Umbrella trusts can play an important role in estate planning by protecting assets for vulnerable dependants, providing professional governance, and ensuring funds are managed sustainably over time. They offer structure, continuity, and tax efficiency, helping families provide for children and dependants responsibly after the death of a breadwinner.
Fairheads works alongside advisers and trustees – not directly with the public.
If you are a member of the public interested in finding out more, contact your financial adviser.
If you are an adviser or trustee wanting information on umbrella trusts, contact consulting@fairheads.com
What Is Umbrella Trust Administration?
Fairheads has more than 30 years of experience in the administration of Umbrella Trusts. An Umbrella Trust comprises sub-trusts for beneficiaries who benefit from economies of scale.
Our experience has led to the evolution of an innovative product for the fiduciary industry, The Fairheads Legacy Trust. The Trust is a cost-effective, professionally administered umbrella trust which has been designed to safeguard assets on behalf of beneficiaries.