Executor, Trustee and Attorney services

Our services

We offer to all of our clients the opportunity to appoint us to act as their executors, trustees or attorneys – and sometimes all three.

Our clients ask us to take on these responsibilities for a variety of reasons, as summarised below:

Examples:

  • I want to name someone I trust to manage my affairs.
  • To ensure all my beneficiaries are treated fairly and equally.
  • To take away the stress of having to handle my own affairs.
  • To avoid a family dispute.
  • To appoint someone with the appropriate knowledge and expertise.

Meet our team

Simon Levine

Simon Levine LLB (Hons), Solicitor, TEP

Partner and Joint Head of Legal

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    Gemma Spencer

    Gemma Spencer BA (Hons), Solicitor

    Partner and Joint Head of Legal

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      Global reach

      We give you global reach through our membership of Kreston Global.

      Kreston Global is an international advisory and accountancy network whose focus is helping clients to be successful in every country or market they choose to operate in. Whether your goal is to expand overseas, you’re a multinational looking for an alternative service provider across multiple territories, or a private individual with investments and assets overseas, we can help.

      Kreston members reach across 120 countries so wherever in the world your ambition takes you, we can help you get there.

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      Our purpose, our passion

      To guide our clients, colleagues and communities to a brighter future.

      In a continually evolving world we help all generations embrace change through trusted advice, support and guidance. Our passion for continued improvement ensures that we work to understand your goals, support and advise you on your journey and help you to realise your ambitions.

      About us