At CTT, we are highly experienced in all aspects of trust management, including tax planning and investment strategy. We can be appointed as trustees on external trusts as well as those established through CTT.
Whether clients have simple trusts with one asset or complex trusts with a larger asset portfolio, our experienced team are more than capable of protecting and managing all types of trusts.
As professional trustees, we will:
At CTT Group, we can assist with financial planning and provide advice for investing or growing trust assets. We can also support with tax efficient management of trusts, all to suit the beneficiaries’ best interests.
We can help with all aspects of probate, from closing bank accounts and transferring investments to supporting clients when there are potential claims against the will.
We provide an efficient and personal service for all aspects of property and conveyancing work. Note – For regulated conveyancing services, we use our strategic partners CTT Law Ltd, an SRA authorised law firm recognised by the Law Society for their excellence in conveyancing.
We can support you in areas of client care, from AML and ID checks to handling complaints or liaising with families and local authorities.
We can alleviate your workload with our full range of professionally drafted documents, from straightforward standard documents through to carefully tailored bespoke agreements.
We can support you with various legal matters such as trust and estate disputes, unpaid bills, commercial litigation and professional negligence claims. Note – We use our strategic partners CTT Law for regulated litigation services.