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“Straightforward Legal Support for Extraordinary Families”

Trustee and Executor Services

 

Professional Trustees

When setting up a Trust you will need to decide who will be your Trustees, these are the people in charge of managing the Trust Fund, making provision for the beneficiaries and completing any necessary tax returns and trust forms.

Our lawyers are experienced in acting as professional Trustees.  In this role we always consider your wishes when administering the Trust and, wherever possible, liaise with the beneficiaries, their families and carers, to ensure their needs and requirements are met.

Trust Services

We offer support and advice to Trustees on a number of trust related issues.  When setting up a Trust, Trustees often need support in dealing with the administration and understanding their duties and responsibilities.

Throughout the lifetime of the Trust we can advise on the completion of trust accounts and tax returns, we can arrange and assist with investment advice and help the Trustees to run the Trust tax efficiently.

Trustees may also require ad hoc advice regarding payments to beneficiaries, changing of Trustees and winding up of a Trust.

Professional Executors

We also provide Executor services if you would like to select a professional person to be in charge of the process of administering your Will, as Executors we carry out the wishes of the deceased correctly and appropriately within the law.

Our approach

As Trustees and Executors we work extremely closely with the beneficiaries of Trusts and Wills, supporting them throughout and ensuring that their best interests are always considered. We also liaise with financial advisors and accountants if required.

We have many years’ experience providing these services and have Professional Indemnity Insurance as well as being regulated by the SRA (Solicitors Regulation Authority).

If you would like more information on our Trustee or Executor Services, or would like to discuss your personal circumstances, please contact us.