We offer to all of our clients the opportunity to appoint us to act as their executors, trustees or attorneys – and sometimes all three.
These form part of our comprehensive executive trustee services, delivering tailored trustee services to suit your unique needs while ensuring full regulatory compliance.
Our clients ask us to take on these responsibilities for a variety of reasons, as summarised below:
- I want to name someone I trust to manage my affairs with full trustee management and governance support services
- 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 to deliver cost-effective delivery and enhance scheme operational efficiency – whether for estates or pension trusteeship
- Administrative support
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