Professional Trustee Services

Professional trustee services for future generations

Trusts are a powerful tool for tax-efficient wealth protection and intergenerational transfer. We’re here to be an integral part of your client’s future tax planning.

Once a trust is set up, it’s important to ensure that it is managed as your client intended, while also taking any current circumstances of the beneficiaries into consideration. Proper trust management is vital to prevent asset protection from being lost due to mismanagement, which our professional trustee services can ensure.

At CTT Tax & Trust, we pride ourselves on communicating with clients in a way that helps them understand and see clearly the benefits that come with having a trust and the valuable support a professional trustee provides.

Why appoint a professional trustee?

One of the biggest challenges with trusts is choosing and appointing the right trustees. We recognise that, for clients, the option of having impartial and professional advice is favoured over inexperienced friends and family members. This ensure the trust is protected as best as possible, with financial best interests in mind at all times.

Trusts tend to be long-standing – up to 125 years – and, often, clients find that there is the requirement to change trustees should someone die, retire, become unwell or relocate. It then can become difficult to find someone else to appoint, particularly if land or property is involved as this can incur additional fees.

Our professional trustee services offer an extra level of security for trusts your clients own or manage. We act as an enduring entity, so there will always be someone on hand with specialist knowledge and expertise.

Working in partnership with you

We know and respect that your reputation is on the line when making professional referrals. That’s why we ensure we do both you and your clients justice. Our professional trust management team are the heart and soul of our trustee services, ensuring the smooth operation of all our trusts.

When you appoint us as a professional trustee, we strive to form a partnership with you and your client that transcends generations. As the professional adviser to the trust, the family becomes your client rather than just the individual you established the trust for, which then provides you with a multitude of opportunities for referrals.

We work together with you and your clients to ensure that all work relating to the trust is thorough and the best solution for your clients’ individual needs and circumstances.

Client benefits

Ultimately, what is good for the client is good for us all. Having an independent third-party involvement gives your client confidence that the correct decisions will be made, as well as knowing we remain neutral during potentially emotive disputes.

Choosing CTT Tax & Trust as a professional trustee means that we can provide expertise, independence and accountability needed to ensure that your clients’ trust serves its intended purpose, for many generations to come. For more information, or to learn more about our professional trust services, get in touch with us today.

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