Metric 01
250+
Trust plans set up
TRUST SERVICES
Protect Family Wealth
We set up trusts, plan estates, protect assets, and handle probate work for UK families, owners, and advisers. Clear steps, careful records, and steady support when the stakes are high.
Metric 02
12 yrs
Years of trust work
Metric 03
4.8/5
Client rating
HOW IT WORKS
How It Works
Set up a UK trust with deed, roles, and funding steps.
2-week setup
Trust Formation
From £950
Set up a UK trust with deed, roles, and funding steps.
Review in 7 days
Estate Planning
From £1,250
Owner risk review
Asset Protection
From £1,750
01Urgent cases
Probate Support
From £1,450
Handle probate papers, trustee notes, and record checks.
02Monthly admin
Fiduciary Admin
From £2,200
Run trustee files, minutes, accounts, and admin tasks.
03Board and family
Family & Charity Trusts
From £1,900
Manage family and charity trusts with clear records.
SERVICES
Trust Services For UK Clients
We hear your goals, list the papers you have, and note the trust or probate issues.
01
Intro Call
02
Paper Review
03
Plan Draft
04
Set Up
CASE STUDIES
Recent Trust Work
60-minute planning call Trust and will review Trust options note Trustee list check Next-step paper plan
One-off feeOne-off fee
Starter
From £950
- 60-minute planning call
- Trust and will review
- Trust options note
- Trustee list check
- Next-step paper plan
Most popular50% deposit
Signature
From £2,350
- Everything in Starter
- Draft trust deed
- Set trustee and protector
- Asset transfer steps
- HMRC registration help
- One signing session
Annual retainerAnnual retainer
Scale
From £6,500
- Ongoing trust admin
- Quarterly trustee meetings
- Charity board minutes
- Probate file support
- Annual accounts pack
- Asset and bank checks
WHAT CLIENTS SAY
What Clients Say
Named trustees, cleaner records, and a clear plan for two children.
Family
Family trust for a Surrey home
Named trustees, cleaner records, and a clear plan for two children.
Probate
Probate file cleared fast
Owners
Owner assets put in trust
Charity
Charity trust records sorted
Advisers
Adviser pack for estates
Family trusts and deeds
Naomi Carter
Probate and estate files
Imran Patel
Charity records and minutes
Sophie Bennett
Adviser handovers and reviews
James McLeod
Proof
Customer notes
Verified
“Clear advice and quick replies made the trust setup simple.”
Helen Ward
Director, Ward & Co
Verified
“They kept the papers in order and the family knew what came next.”
Amir Khan
Estate client, Birmingham
Verified
“Our adviser handover was neat, clear, and easy to follow.”
Laura Bell
IFA, Bell Financial
Service area
Greater London
London, Westminster, Chelsea, Richmond, Camden, Croydon
Area 01
Greater London
London, Westminster, Chelsea, Richmond, Camden, Croydon
Area 02
South East England
Reading, Oxford, Brighton, Guildford, Maidstone, Southampton
Area 03
North West England
Birmingham, Coventry, Manchester, Liverpool, Chester
Area 04
Scotland and Wales
Glasgow, Edinburgh, Cardiff, Swansea, Aberdeen, Dundee
Journal
Trust Notes And Guides
Computers Electronics and TechnologyAug 22, 2026
Why robot training is becoming more useful on the job
Questions
Common Trust Questions
Quick answers before visitors choose a product, service, or next step.
01What trust services do you provide?+
We help with trust formation, estate and inheritance planning, probate support, and ongoing fiduciary admin for UK clients.
02Do you work with advisers?+
Yes. We support IFAs, solicitors, and accountants with trust reviews, case notes, and clear handover packs.
03Can you help after a death?+
Yes. We can prepare probate papers, collect trust records, and keep trustees and family members informed.
04Do you manage family trusts?+
Yes. We handle trustee meetings, records, account notes, and changes when family needs or assets change.
05Can you support charity trusts?+
Yes. We help with board papers, minutes, record keeping, and the day-to-day admin trustees need.
06Where do you work?+
We serve clients across the UK by phone, video call, and planned meetings in London and major UK cities.
Trust Notes By Email
Get short notes on trust setup, probate, inheritance planning, and fiduciary admin across the UK.