Innovative and bespoke Trust and Estate services at your doorstep
We are a UK Onshore Trust Company that specialises in trusted, transparent and cost effective private client solutions, adding a breath of fresh air to a long established market.
Our aim is to provide your hard earned wealth with the planning, protection and succession it deserves. Using sound practical advice our focus is on ensuring our clients’ needs are not only met but surpassed.
We are a solution driven business that is motivated by our passion to ensure our clients benefit from our knowledge, experience and years of understanding in dealing with individuals.
Estate Planning is an integral part of our service with a key focus on advising on the creation and management of Trusts including acting as a professional and independent Trustee. As well as minimising the effects of Inheritance Tax, many families wish to ensure the preservation of their wealth through several generations, making provision for children whilst considering the events of divorce and/or bankruptcy, and to provide for later-life care.
For clients seeking an independent Trustee our Trust Company is often appointed leaving you with the security of having a professional on board.
- A combined 25 years of trust and estate planning, management and administration
- Trust company to act as your trustee, executor and attorney
- Practical solutions targeted to wealth preservation
- Each person in our business is a qualified member of the Society of Trust and Estate Practitioners (STEP).
- Available at your doorstep at all times
- Senior service at junior rates (Our S.S.J.R. promise)