Professional Trustees & Executors

Professional Trustees & Executors – When a Will is prepared, it is usual for your spouse or life partner, for whom you want to be the main beneficiary of the estate, to be your Executor and/or your Trustee. You can also elect to have a professional act as your Executor/Trustee, we are able to act as a “first line” Executor, or as a “reserve” Executor in order to provide cover for the first named Executor.

Unlike most solicitors, banks and probate companies, we would act on a fixed fee basis, which would be discussed and agreed before the Will is written.

Regulators

iab-logo International Association of Book Keepers
ifa-logo Institute of Financial Accountants
ifs-logo Institute of financial Services
cicm-logo Chartered Institute of Credit Management
fta-logo Federation of Tax Advisors
cipp-logo Chartered Institue of Payroll Professionals
cipp-logo The Institute Of Chartered Secretaries and Administrators