Expert Trustees

With combined Estate Planning and trust experience of over 100 years, we offer Professional Advice, tailored to your specific circumstances.

Our team is made up of solicitors and estate planning consultants. So, whether you need simple and straightforward support, or help to resolve a more complex problem, we have all the expertise you need.

 

Having secured prestigious status with the Institute of Professional Will Writers as their preferred trust writer, and the firm of choice for many solicitors who need expert trustees for their clients, our expertise is second to none.

 

Meet the team
Richard Wells
Managing Director
Ekta Porter
Solicitor and Trustee
Michael Budden
Tax & Trusts Advisor
David Copeland
Senior Trust Consultant
Kay Collins
Senior Accountant
Paul Niland
Operations Manager
Maria Jones
Sales Manager
Our Partners
Richard Bonnor-Moris
Rivers Capital Management
Martin Hall
Optimus Fiduciary
Eduardo Tomacelli
Rivers Capital Management
Sophie Hine
MSCI - MAIA Asset Management
Laurence Boyle
MAIA Asset Management
Ronnie Anderson
Consultant
How we can help
Letter of Wishes
HMRC registration and returns
Trusteeship legal duties
Taxation of estates and trusts
Trustee meetings