Why appoint a trust corporation?
Historically one of the significant problems with Trusts has been the choice, appointment and maintenance of trustees. As Trusts tend to be long lived and enduring there is sometimes the need to change trustees when a current trustee dies, retires or even has an extended holiday or illness. Sometimes it is not only difficult to find a new person but especially where there is property or land involved this can involve not only legal expense but also Land Registry fees.
Our trustee service acts as an enduring entity – replacement trustees will never be needed. Many of our partners and senior staff are directors and all work is subcontracted to the practice. This ensures that there will always be a wide range of professionals with specialist private client, trust, inheritance tax knowledge and expertise available. Any charges are for work that is done on the trust behalf – not for merely being a trustee.
Wills and Estates
We can also be appointed to act as executor. Appointing a trust corporation to fulfil this role guarantees there will be a qualified professional in place whenever that day should arrive. We will act alongside other family members or professionals to provide independent and impartial support and guidance at this difficult time, whilst taking the necessary actions to wind up the estate in an efficient and tax effective manner.
Financial Planning
We work hand in hand with Albert Goodman Financial Planning. They specialise in looking after investments, life assurance, pensions and planning for later life. They advise Trusts on their investments.
Why choose our Trustee Services?
We are entirely owned by Albert Goodman LLP, a successful and long standing firm in the south west, established in 1866, with over 150 years in business.
We are well known for its strong ethos and focus on providing excellent client care. This has been demonstrated for many years with our provision of trusted private client services.
We are always looking to further improve the way in which we look after our clients and we believe there are substantial benefits to be gained in appointing the us for your needs.
We are incorporated and registered in England and Wales (company number 10619350). Its registered office is Goodwood House, Blackbrook Park Ave, Taunton TA1 2PX.