Services We Offer

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SERVICES WE OFFER

Solicitors are busy professionals and often the burden of completing time-consuming unprofitable trust work, falls on their shoulders.  We can alleviate some of that pressure.  We have chosen to specialise in the field of trust administration and management.  This is where our core competency lies, derived from 37 years of experience. This permits us to offer services in a timely cost-effective manner.

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 Memorandum of Wishes;
  • Annual Trustee Meetings;
  • Administrative Matters Such as Making Disclosure on Beneficiaries;
  • Record keeping;
  • Independent Trusteeship.

By specialising, we are able to dedicate the time and attention trust management and administration require.  Specialisation also means we undertake only trust administrative functions, remitting work back to solicitors where required, thus reinforcing the solicitor-client relationship.

We work in a holistic manner. This means where instructed, we include a client’s solicitor in the instructions and communications we receive. This acts as a checks and balances system, ensuring all professionals are aware of a client’s matter.  We can work on a one-off basis or provide a full trust administration service as instructed.

Ultimately, Black + White Trust Services Limited offers a sensible solution to solicitors. We are in the business of undertaking trust administration proficiently and cost-effectively.  Our work enables solicitors to get on with the business of practising law, whilst knowing their clients’ trust management and administration needs are well taken care of.

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Trust Management +   Administration

Trust Management +   Administration

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