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Trust Administration

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:

  • Hold trustee meetings
  • Keep stringent trust records
  • Keep assets safe and handle their distribution
  • Manage investments
  • Communicate with beneficiaries and resolve any disputes
  • File tax returns for trusts

 

Financial planning and advice

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.

 

Get in touch to leanr more about our independent trustee services.

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Professional Executor

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.

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Residential and Commercial Conveyancing

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.

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Client Care

We can support you in areas of client care, from AML and ID checks to handling complaints or liaising with families and local authorities.

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Document Production

We can alleviate your workload with our full range of professionally drafted documents, from straightforward standard documents through to carefully tailored bespoke agreements.

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Litigation

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.

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