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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I think of ATC Solutions as my personal tax advisers and it became even more so within the recent years. Their knowledge and skill in tax affairs are always up to date which makes me confident that when the return is made it will for the best of my companies’ interests and also absolutely as required by the local law. Our account manager was very accurate and patient while doing accounts for both of my companies and I was confident that if we made a mistake somewhere in our bookkeeping Daniel will sure find it and bring it up to my attention so it could be solved. If I had to rate their services I would give them 10 out of 10. I have been recommending ATC Solutions for the past 7 years and will continue doing so.
Director of C Workshop Ltd & Sandbone Ltd Felix Zajarnijus