Trustee Services

Description

Trusts are an extremely flexible legal arrangement that can serve many purposes. A Trust would normally be set up by a Settlor as part of their tax efficient estate planning. We advise and act on all aspects of Trust administration. For more details, please see our Trust product

Trusts can be for:

  • Protecting assets by isolation from the affairs of the Settlor
  • Rendering the assets independently taxed, which might mean less tax
  • Avoiding probate and/or care fees in some circumstances

We offer Trustee services through our Trustee Corporation, Hargreaves Mounteney Trustee Company Limited. Our Trustee service is independent, professional, insured and discrete.

How long will it take?

The time taken for our work to conclude depends on precisely what it is we are asked to do. We will always endeavour to complete any work in a timely manner.

Our work is likely to include two elements; setting up the appointment and engaging in carrying out the trust.

Please call us to discuss how we might address your requirements.

Money Matters

Your supplier is unregulated Hargreaves Mounteney Trustee Company Limited, that does not charge VAT

We charge £600 p.a. for holding the appointment. Additional administration (including any deed of appointment we have to produce) is charged at our standard time rates see Price List

There is more about our fees on our website here

If you have any questions or require any further information, please don’t hesitate to Contact Us.