We imagine you are either an individual, family, accountant, solicitor, or financial adviser, looking to establish a trust, wishing to find an independent trustee, or needing information and assistance in managing and running a trust for yourself or a client. If so, you are in the right place.
Trusts have been around for hundreds of years. Whilst our tenure hasn’t been quite that long, we do have over 37 years of experience in creating, managing, and administering trusts for professional firms, families, businesses and individuals.
We can work directly with your firm or with your client, or if you are an individual or family, we can work with you and your accountant and lawyer, to ensure your trust is set up correctly and managed and administered as it should be. We can even help put in place estate planning documents that complement a trust.
Whilst a myriad of different types of trusts exist, we mainly work with firms and people who need help with Family Trusts, Business Trusts, and Inheritance Trusts. Simply click below to contact us to discuss your personal circumstances.
Trust Management + Administration
Trust Management + Administration
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