Trustee/Executor Services

Our key services:

Administration of Trusts
We arrange, set up and administer the following trusts/settlements for Estate Tax and Asset protection planning, liaising with appropriate consultants to obtain satisfactory structures:

Executor Services

We act as professional executors or use enduring powers of attorney to ensure that a person's final wishes are carried out with integrity and confidentiality.

Estate Accounts
We prepare estate accounts and arrange distributions. We also calculate Isle of Man and UK tax liabilities and liaise with consultants to finalise affairs in other jurisdictions.

How We Work

Trust and estate affairs can be highly complex. For our Partners in particular, they are an opportunity to utilise many years of experience in these fields. Furthermore we are regulated by our professional bodies to ensure that the solutions we provide comply with the highest standards.

Why We Work
We appreciate that the nature of this work requires integrity, foresight and a combination of straight-talking and sensitivity. Trusts and estates have a long-term impact on people's future, something else we consider in our understanding of the work involved. We always bear the needs of the client in mind and adapt our people skills to each individual situation.


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