Services We Offer

Trust administration and management encompass a variety of services but in the main, our assistance relates to:

• Trust Deeds;
• Variation of Trust Terms;
• Retirement and Appointment of Trustees;
• Resettlements;
• Early Vesting;
• Acknowledging Debts;
• Forgiving Debts;
• Trustee Minutes and Resolutions;
• Wills and Memoranda of Wishes;
• Annual Trustee Meetings;
• Administration Matters Such as Making Disclosures on Beneficiaries;
• Record Keeping;
• Independent Trusteeship.

Through specialisation we can give the time and attention required to ensure clients’ wealth remains protected in their trusts for them and their loved ones.

When acting as independent professional trustee we take a robust approach, working with our co-trustees ensuring we are involved in the financial investment decisions made.  This assists clients and provides a strong level of integrity to their trust.

Our services are tailored to satisfy our clients’ needs, working on a one-off basis, or engaging in continual trust administration and management as instructed.

We see working with you as a partnership – your advice helps clients grow their financial futures, whereas our assistance protects the wealth grown.