Our Professional Trustee Services have been put together for clients requiring a high level of technical tax and trust expertise.

Professional Trustee Services

How can our Professional Trustee Services help you when managing your Trust affairs?

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.

What are the potential issues that can arise from not using Professional Trustee Services?

Family member bias

Selecting a professional trustee can help to avoid the biases that may occur when you select a family member.

Avoid conflicts of interest

By not having the administrator and the beneficiary as potentially the same person, you reduce the chances of a conflict of interest.

How can we help you?

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 book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

Have a question?
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Testimonials

Your fees are very cost effective and the staff are knowledgeable and friendly. Your office is also in a very convenient location.
Pinucci London Alexandra van Berckel