Finding your way around the trust world is a little like playing a strategy game, or solving a puzzle: if you know the rules, have plenty of experience, and enjoy doing it, you can be confident that you’ll end up with a great outcome. If you don’t know the rules, have never played before, and are just doing it because you have to, then your outcome will, understandably, be less desirable. Most trustees are the second type, and our ability to help is a reflection of the fact that we’re the first.
Our four-step client journey:
-
01: Phone consultation
We’ll get to know you and your situation so that we can build a picture of what you are trying to do.
-
02: Transfer of documents
We’ll email you all the relevant documentation to get the ball rolling.
-
03: The advisory process
Having thoroughly researched your needs and surveyed the market, we will put together your unique plan of action.
-
04: Application
Giving us the go-ahead to set up your trustee bank account is just providing us with a signature by email.
What kind of advice can you expect?
Every trust has a ‘Trust Deed and Rules’, which lays out its fundamental features. We can study this documentation and use it to advise you on which type of bank account is suitable for the trust in question.
-
Then, we look at all your banking needs and build a model of what your ideal trust account would look like. At this stage, we’re looking to answer questions like “would a savings account or a current account be more suitable for this trust?”, “does the client need online access to their trustee bank account?” or "is the client aware of the FSCS protection limits on each account?"
Once we know what your trustee bank account should look like, we research the banking market for you and liaise with several potential providers to find out which products on offer are best suited to your requirements.
-
Lastly, we complete the application process and make sure that you fully understand your new account.
We’re very proud of our advisory process; it represents a high service quality standard that’s hard to beat. Best of all, our prices start at just £449, and we guarantee that your trustee bank account will be set up within 28 days (subject to passing the normal credit checks).
Transparent pricing, available upfront
We charge a single fixed fee based on the complexity of your trust:
- 1-4 individuals named within the trust - £449.00
- 5-8 individuals named within the trust - £649.00
- 9+ individuals named within the trust - please contact us with details for an accurate quote