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Why Choose PTS? – Professional Trustee Solutions

WHY CHOOSE PTS?

Our Trust experts are specialists in providing all manner of advice in relation to the creation and administration of trusts Trust as well as advising Trustees on their duties and obligations. To ensure a Trust that you are involved with is compliant contact us today for a free consultation.

TALK TO AN EXPERT

WHY CHOOSE PTS?

Pts can provide professional Trustee services for your family 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 family receive an expert service.  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 you appoint PTS as professional Trustees, you can rest assured that we will provide an expert trust administration service to protect your trust assets and your beneficiaries’ interests.

PTS pride ourselves on our:

INTEGRITY

You can be assured that PTS will act in the best interests of your beneficiaries at all times. As an independent Trustee PTS cannot seek to or realise personal gain from their position, ensuring separation of assets, impartial professional advise with no conflict of interest, experts in trust administration, you can place your trust in PTS to ensure your family assets are in the safest of hands and ensure beneficiaries receive the maximum protection available to them.

WILLINGNESS

PTS have overseen thousands of trusts, our experience and advise is unrivalled. In the event your clients are concerned about family members willingness to act, or a likely change in trustees in the future then by appointing PTS clients can have the peace of mind that a team of experts will administer the trust for as long as it takes. It is also important to note that Trustees are personally liable if things go wrong, even if unintentionally and so this could be off-putting for family members, would your clients wish to burden family members with such a heavy responsibility when they have no professional experience? PTS have over 20 years of Trust administration experience.

IMPARTIALITY

Appointing PTS as a professional Trustees ensures objectivity we will not be influenced by personal feelings or opinions when making decisions, we always treat beneficiaries fairly. Your clients can rest assured that PTS would use discretionary powers wisely to ensure decisions are made in the best  interests of the beneficiaries.  PTS can ensure that matters are dealt with impartially, especially if there is any tension within your clients family.

EXPERIENCE

With over 20 years’ experience you can rest assured that your clients are safe in our expert hands, from property trusts, to trusts for disabled beneficiary to trusts with multi million pounds investments, PTS can work closely with financial partners to ensure the legal regulatory framework is followed, trust assets protected, and beneficiaries’ interests preserved. Every trust that PTS manage is administrated, prudently and diligently, regardless of the value of the trusts, as every beneficiary’s interest is important to us. We can also relieve the burden of keeping up to date with ever changing legislation, taxation, and regulation, which is becoming more onerous and complex.

LONGEVITY

The maximum period a trust can run for is 125 years (unless it is a charitable trust). Naturally, no individual will survive for this long and there is no way to ensure continuity and consistently unless your clients appoint professional Trustees. A professional company does not pass away or become incapable and so you can be reassured that there will always be someone who is capable of managing your clients Trust.

CONFLICT RESOLUTION

It is not uncommon for beneficiaries to challenge decisions made by Trustees from time to time, PTS are familiar and experience in liaising with beneficiaries as well as dealing with conflicts within a family and potential dispute.

DUTY OF CARE

PTS commit to communicate openly with beneficiaries and keep them informed, we go the extra mile to understand their individual needs. As a professional Trustee PTS has a duty to provide beneficiaries with information necessary to protect their interests in the Trust.