The UK government has published the outcome of its technical consultation on implementation of the EU Fifth Anti-Money Laundering Directive (5AMLD) and its impact on […]
stratum domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/professionalts/public_html/wp-includes/functions.php on line 6121essential-addons-for-elementor-lite domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/professionalts/public_html/wp-includes/functions.php on line 6121ooohboi-steroids domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/professionalts/public_html/wp-includes/functions.php on line 6121Professional Trustee solutions are trust experts, with our extensive knowledge and experience we find cost effective solutions to benefit our clients.
Professionalism and approachability are our core values, our clients like our down to earth approach to complex issues, explaining legal and regulatory requirements in lay man’s terms and mapping out options available to Trustees as well as obligations in a manner that is open honest and transparent. Our clients trust us to deliver a friendly but expert service.
People are at the heart of our business, be that our team, Trustees we work with, our professional partners, or even the deceased’s estate that we often represent. Our team is empathic but commercial, balancing competing interests alongside practical realities. We act for many corporate organisations to assist their clients in relation to new or pre-existing Trusts, the appointment of assets out of Trust or the winding up of Trusts that have served their purpose.
We believe expert financial and investment management are fundamental to the successful running of any Trust with regular reviews and related documentation at the heart of the service that we provide. We work with a number of high-profile financial organisations to assist with their Trust clientele, so we ensure that we provide our clients with access to a strong team with extensive experience and a very wide range of skills.
Trusts are becoming more and more popular as an estate planning tool, Will trusts are now commonplace to combat complex social demographics and ensure competing beneficial interests are met. More and more people are recognising the benefits of utilising Trust planning, which leads to an associated rise in the number of active trusts. These can come in many forms, a life interest over property for a spouse or partner, a Trust to protect a minors inheritance until they reach the age of majority or a specified age or a trust to protect a disabled persons inheritance are just some of the Trusts we deal with day in and day out.
Because of the complexities and peculiarities that can arise in the day to day administration of trusts, it is advisable for trustees to seek professional help. PTS can advise you, on the nature and extent of your powers and duties as a trustee. Whether certain actions can be taken within the remit of those powers and if proposed decisions are reasonable and in accordance with any trust documentation.
In addition, where nominated Trustees are unable or unwilling to carry out their role we can also act as a professional Trustee, relieving Trustees of their duties.
Here are some of the reasons why our clients have opted to use PTS as a professional Trustee;
Our approach is transparent, to ensure the spirit of the Trust is respected and the best interests of the beneficiaries Is paramount at all times, whilst working with Trustees or as a Professional Trustee to find the most efficient way of running the Trust for its Term. Our extensive experience means that we can cover all aspects of trust administration, such as calculating the tax position, the sale or rental of properties, liaising with investment advisors and managing investments.
We will provide peace of mind that the burden of legal duties imposed by an ever changing legal landscape and increasing regulation (which is becoming more onerous and complex) will not be over looked. Trustees and beneficiaries can feel confident in our impartial and professional approach, acting in the best interests of the trust and all of the beneficiaries.
We are completely independent, and therefore impartial when reaching our decisions. We also work with a network of intermediaries, such as Estate Planners, Independent Finance Advisers, Solicitors, Tax Advisers and Will Writers providing professional and independent Trustee services to their client.
If you wish to receive further advice on your responsibilities as a trustee, please contact us
