How Can We Help?

divider

 

Professional Trustees work with the other Trustees of the Trust (if there are any) in looking after the beneficiaries, the Trust assets and in administering the Trust. The benefit is that a Professional Trustee is trained to understand what has to be done when running a Trust. This means that you can be confident that the interests of the beneficiaries are considered, the assets of the Trust are protected for the beneficiaries, and the Trust is running correctly.

 

 3 key reasons why you should appoint a Professional Trustee:

dividerwhite

 

  1. Asset Protection: If Trustees don’t meet their duties, allegations can be made that the Trust is a “sham “and if those allegations are substantiated, asset protection can be lost. Ultimately, this can result in the Trust assets being made available to satisfy claims by creditors.
  2. Trustee Protection: Professional Trustees assist other Trustees by ensuring all of them meet their legal duties and responsibilities. Failure to meet their duties could mean that a Trustee (however well intentioned) could be personally liable for any losses to the Trust.
  3. Settlor Protection: Professional Trustee have experience in ensuring that the Settlor’s wishes are carried out, within the scope of the Trust.

Professional Trustees

Why EHL Trustees?

Why EHL Trustees?

Why you should choose EHL Trustees

EHL Professional Trustees have considerable experience in working with Trusts, family Trusts and employee benefit Trusts, and combine legal and tax expertise.

The Advantages

The Advantages

What are the advantages of using a Professional Trustee?

Professional Trustees are well acquainted with Trustee duties and what action has to be taken to satisfy those legal responsibilities.  

What Are They?

What Are They?

What are Professional Trustees?

Professional Trustees are individuals or a company who act as a Trustee of a Trust. That person (or company) has no interest in the assets of the Trust

Why Have Them?

Why Have Them?

Why should you have Professional Trustees?

Trusts are set up for a variety of reasons.  However, a Trust will only meet those objectives if the Trustees carry out their functions correctly. 

Advisor Support

Advisor Support – Professional Trustees

Accountants, Financial Advisors and tax advisors are often asked about Trusts.  EHL Professional Trustees offer a range of services with these advisors in mind.

We work with existing advisers to provide specialist support to clients without encroaching on the existing client/ advisor relationship.

Meet The Team

A few of the people dedicated to providing a first class service to all our clients. Part of the Edward Hands and Lewis Group of Companies we share the knowledge and expertise of our talented legal team to meet the needs of our clients.

Leanne Hathaway

Leanne Hathaway

Leanne is a Chartered Tax Adviser, specialising in advising on UK tax matters but also including overseas tax as needed.

Emma Fuller

Emma Fuller

Emma is a highly experienced solicitor who specialises in Family Law, Wills & Probate, Administration of Estates and Elderly Client Work.

Paul Lawrence

Paul Lawrence

Paul is a legal advisor on private client work, specialising in Wills Probate, Lasting Powers of Attorney and Court of Protection.

Faye Remnant

Faye Remnant

As part of the Family Law department Faye has extensive experience in dealing with Divorce, matrimonial finances and separation of married and co-habiting couples.

Nicola Roberts

Nicola Roberts

Nicola was raised and educated in Loughborough, Leicestershire. Since joining Edward Hands & Lewis in 2000, Nicola has been extremely successful within her role, which has seen her move into a senior position.

Head Office

The Old School Rooms,

346 Loughborough Road,

Leicester LE4 5PJ

e. info@ehltax.co.uk

Office Hours Mon-Fri 9am-5pm

LEGALS

© 2014. EHL Trustees. All Rights Reserved. | Developed by The Web Marketing Business