Corporate trustee services and executorships

It could be better to appoint a corporate trustee: a company based in the UK that can undertake trust business in England and Wales. Appointing a trust corporation can remove the risk of personal liability. It can also receive the proceeds of land sold, act on appointments and discharge outgoing trustees.

Appointing a corporate trustee also gives you an independent partner to remove conflicts of interest, provide expertise and ensure continuity. As a corporate trustee, we will also help you keep up with ever-changing legislation, which individual trustees often find challenging.

Bespoke and flexible

You will receive a personalised service tailored to your needs. We work with a range of trusts, from small family concerns to large complex trusts. We also act in various other capacities:

• A corporate trustee for pension schemes
• An independent trustee of unregulated collective investment schemes
• A corporate trustee of share schemes
• The executor of deceased persons’ estates

Collaborative

We’ll work closely with your existing advisers, such as lawyers, investment managers and land agents, to deliver an excellent trustee service.

Prudent

We will ensure the trusts is being run in accordance with the current legislation, governing instrument and supporting documents.

• Reporting: supplying regular reports on governance, monitoring and risk management
• Tax: preparing and reviewing all tax returns
• Trustee meetings: organising and hosting meetings
• Administration: providing efficient and streamlined administration of the trust or estate

The Fair Processing Notice for professional services explains how we use, process and transfer personal data can be accessed here. If you require further information, please do not hesitate to contact your usual S&W contact.