A trustee has an obligation to the beneficiaries to manage the assets and money within the trust responsibly and productively. Therefore, a trustee must act in the best interests of the beneficiaries and ensure that they comply with the law and terms of the trust at all times.
Once the trust is set up, you want to ensure that it’s managed as your client intended, whilst taking into consideration the current circumstances of the beneficiaries. You also want to ensure that the trust is managed properly so that the asset protection isn’t lost due to mismanagement, undoing all the planning you put in place, not to mention the time and money spent doing it! Our professional trustee service ensures just this.
We also pride ourselves on communicating with clients in a way that they can understand so that they too can see the benefits that not only a Trust, but a professional trustee, can provide them with. With our cutting-edge technology, we are leading the way in modernising what is a very traditional sector whilst making the administration of our trusts more efficient than ever.