Through our Professional Trustee Services, Fidelis Legal Services currently manages in the region of £500 million of trust assets.
The extent of a trustee’s responsibilities, and the complexity of the role, depends on the type of trust and the assets held. For example, a ‘discretionary trust’ trustee is not only responsible for looking after the assets and making suitable investments but also responsible for deciding when to make capital and income payments to beneficiaries. Trustees are also responsible for declaring and accounting for tax on trust investments.
Understanding this complex area of law can be difficult and seeking professional advice or appointing a Professional Trust Administration Services specialist, such as Fidelis Legal Services is often a sound and sensible recommendation.
QUALITY LEGAL SERVICES
HOW WE WORK ?
GETTING STARTED
GETTING STARTED - Call us on 0333 600 1000 or fill in our simple enquiry FORM and we will call you. No sales scripts just easy to understand advice and help from a team with over 30 years industry experience
WE GET TO KNOW YOU
Whatever service you require our fully qualified, caring team of experts will take the time to discuss your requirements and offer advice on the next steps you need to take. Our in house legal team will then start the process to ensure your requirements are achieved.
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FINAL STAGE
Whatever your requirements we will guide you through the entire process ensuring you are well informed and get the result you are looking for. You can be assured that our legal team are always on hand to help whatever your circumstances.
