Professional Trustee Services
A professional trustee can provide continuity, stability,
professionalism and investment proficiency. Selecting a
professional trustee can also prove useful in eliminating the bias
that could occur from choosing a family member.
Our trust specialists have experience in working alongside
clients as professional trustees by providing a high level of
technical tax and trust expertise with practical experience of
handling the sensitive issues which arise from time to time.
As part of our professional trustee service, we can manage the
following:
- Investment management oversight;
- Periodic distribution of income or principal as outlined in the
trust document;
- Preparation of trust tax returns;
- Termination of trust and distribution of trust assets as
specified in the trust document;
- Collecting and distributing income from trust assets;
- Safekeeping of assets;
- Invoice payment.
If you are interested in any of our services and would like to discuss how we may be able to assist you please contact Mike Conroy or Xiaojie Bai.
Have a question?
Live chat | w: Contact us | e: mail@atcsolutions.com | t: +44 (0) 20 7648 8950
