{"id":301,"date":"2023-02-09T11:39:24","date_gmt":"2023-02-09T11:39:24","guid":{"rendered":"https:\/\/iqeq.com\/gb\/services\/trust-foundation-administration\/"},"modified":"2025-02-25T11:49:02","modified_gmt":"2025-02-25T11:49:02","slug":"trust-foundation-administration","status":"publish","type":"service","link":"https:\/\/iqeq.com\/gb\/services\/trust-foundation-administration\/","title":{"rendered":"Foundation and trust administration services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p style=\"text-align: justify\">Protecting and preserving your family trust or foundation funds is crucial. But managing them can be overwhelming without professional support. That&#8217;s where our foundation and trust administration services come in. With our expertise, you can have peace of mind knowing that your assets are secure and that your funds will grow over time.<\/p>\n<h2 style=\"text-align: justify\"><strong>Our trust and foundation administration services <\/strong><\/h2>\n<p style=\"text-align: justify\">We can support you with:<\/p>\n<ul style=\"text-align: justify\">\n<li>Bookkeeping and accounting<\/li>\n<li>Family investment companies<\/li>\n<li>Family and private fund formation and administration<\/li>\n<li>Holding company formation, management and administration<\/li>\n<li>Management of carried interest and co-invest vehicles<\/li>\n<li>Management of private trust companies (PTCs) and private trust foundations (PTFs)<\/li>\n<li>Services to family offices<\/li>\n<li>Tax filings and compliance (for clients based in the USA)<\/li>\n<li>Foundation and trust formation, administration, and management<\/li>\n<\/ul>\n<h3 style=\"text-align: justify\"><strong>Trust administration <\/strong><\/h3>\n<p style=\"text-align: justify\">Navigating the legal structures of family or personal trusts can be complex. But our expert trust administration services can guide you through the process and protect your assets every step of the way. We&#8217;ll take care of the details, from following rules to tracking financial records, customised to meet your unique needs and goals.<\/p>\n<h3 style=\"text-align: justify\"><strong>Foundation administration<\/strong><\/h3>\n<p style=\"text-align: justify\">Private foundation administration services can provide invaluable support in managing the financial aspects of your foundation. With the help of our foundation administration services, you can ensure that your foundation&#8217;s funds are being managed effectively and that you are meeting all legal requirements.<\/p>\n<p style=\"text-align: justify\">\n            <\/div>\n<\/section>\n\n<section class=\"hubspot-form standard-spacing\">\n    <div class=\"container fade-in\">\n        <div class=\"wp-block-hubspot\">\n                            <h2 class=\"wp-block-hubspot__title\">Get in touch<\/h2>\n                                        <div class=\"wp-block-hubspot__form\">\n                    \n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 1931131,\n\t\t\t\t\t\t\t\t\tformId: \"6fba30e7-6fb2-4499-a083-5b3e4b18ac52\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1775289141000-7311355865\",\n\t\t\t\t\t\t\t\t\tregion: \"\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1775289141000-7311355865\"><\/div>                <\/div>\n                    <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <ul class=\"benefits\">\n<li class=\"purple-text\">One dedicated team<\/li>\n<li>Unrivalled technical expertise<\/li>\n<li>Committed service delivery<\/li>\n<\/ul>\n<p style=\"text-align: justify\">We understand that personal touch is essential in building strong relationships with our clients. That&#8217;s why we focus on both IQ and EQ, providing you with the customised support you need to achieve your investment objectives.<\/p>\n<p style=\"text-align: justify\">With an integrated, global approach, we can provide consistent and reliable support to foundations, families and their family offices all over the world.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/gb\/locations\/united-kingdom\/#contact-us\" target=\"_blank\" rel=\"noopener\">MAKE AN ENQUIRY<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2><strong>Foundation and trust administration FAQs<\/strong><\/h2>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the role of a trust administrator?                         <\/div>\n                        <div class=\"col\">\n                            <p>A trust administrator plays a crucial role in managing a financial account on behalf of yourself or someone else (the beneficiary). Trust administrators monitor funds, communicate with all parties involved in the trust, and ensure compliance with the trust&#8217;s rules as well as legal financial regulations and legislation. <\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the difference between a trust and a foundation?                        <\/div>\n                        <div class=\"col\">\n                            <p>A trust is a lawful agreement where a trustee is responsible for managing assets on behalf of the beneficiary. The trustee is the owner of the assets and must adhere to specific regulations while managing them for the beneficiary&#8217;s benefit.<br \/>\nA foundation, however, is a legal entity that owns and manages its assets independently. Foundations are typically created for specific objectives, such as philanthropy or supporting a particular cause. <\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the difference between a private foundation and a public charity?                         <\/div>\n                        <div class=\"col\">\n                            <p>A private foundation is a non-profit charity set up by a single benefactor, which could be an individual or a business. The foundation&#8217;s funding comes from a single source, and its grants typically go to other charitable organisations. Whereas, a public charity relies on public donations and publicly raised funds to support its services. <\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n    <section class=\"related-section related-section--people related-section--centered standard-spacing\">\n        <div class=\"container\">\n                        <div class=\"cards row-load\">\n                            <\/div>\n            <div class=\"button-wrapper\">\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"insights\"\n            >\n                Insights            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--insights standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <a\n    href=\"https:\/\/iqeq.com\/gb\/insights\/securing-your-legacy-how-trusts-and-foundations-can-enhance-estate-and-succession-planning\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"Padlocks on a bridge\" data-src=\"https:\/\/iqeq.com\/gb\/wp-content\/uploads\/sites\/6\/2025\/06\/AdobeStock_77557870-360x257.jpeg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise-label\">Private &amp; Institutional Asset Owners<\/p>\n                        <h3>Securing your legacy: How trusts and foundations can enhance estate and succession planning<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Stuart Pinnington<\/p>\n                        <p class=\"date\">\n                                    17 Jun 2025                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a><a\n    href=\"https:\/\/iqeq.com\/gb\/insights\/essential-guide-to-succession-planning\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/gb\/wp-content\/uploads\/sites\/6\/2025\/06\/AdobeStock_356529384smaller-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise-label\">Private &amp; Institutional Asset Owners<\/p>\n                        <h3>Essential guide to succession planning\u00a0<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Stuart Pinnington<\/p>\n                        <p class=\"date\">\n                                    10 Jun 2025                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a>        <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[17],"service_category":[385],"class_list":["post-301","service","type-service","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Foundation and trust administration services | IQ-EQ UK<\/title>\n<meta name=\"description\" content=\"Discover how our professional foundation and trust administration 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