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Services for Organisations – Professional Trustee Solutions

SERVICES FOR ORGANISATIONS

Supporting our partner organisations to ensure that their clients aims and needs are met through professional trust advice from establishment, registration, annual reviews to distribution.  As well as supporting trustees to ensure their duties are fulfilled as required by law.

TALK TO AN EXPERT

TRUSTS FOR YOUR CLIENTS

 Pts can provide professional Trustee services to your clients and can be nominated within a Will or Trust Deed at point of creation, alternatively PTS can be appointed at a later date to replace unable or unwilling Trustees who are not carrying out their Trustee Duties appropriately and which may ultimately have a negative effect on the trust administration as well as the beneficiary’s inheritances. 

We offer a competitive and transparent pricing structure and ensure that your clients receive an expert service.  We recognise that our partners refer clients to us, and we undertake not to offer any additional services unless you specifically ask us to do so.  We are experience working alongside financial professionals to ensure trust assets are regularly reviewed and minuted, as well as documenting all decisions relating to changes decided and distributions made.

Professional Trustee Solutions have over 20 years’ experience in providing professional independent trustee services across a variety of Trust sectors and has vast experience of Will Trusts and lifetime Trusts of all types, from property focused Trusts to multimillion portfolios. 

If PTS are appointed as professional Trustees on behalf of your clients you can rest assured that we will provide the ultimate qualities expected of any impartial trustees.