With over 170 years of property experience and the only surveying firm in the world with STEP (The Society of Trust and Estate Practitioners) qualified practitioners, we are uniquely placed to provide professional trustee services to families. This in-depth and qualified experience becomes crucial with regard to decisions relating to all wealth assets, including tax, succession planning / implementation and family mediation. Those families who appoint us come from a range of backgrounds, with different wealth portfolios and assets based throughout the UK and worldwide.
As specialist trustees in property - whether working across rural, residential or commercial assets - our experts are able to guide families through the challenges of wealth ownership to ensure that their wishes are fulfilled and to help beneficiaries avoid or minimise gift taxes, estate taxes or generation-skipping transfer taxes. All with the main objective of putting your interests at the forefront of our trust services.
For a confidential discussion, Sarah Jackson is always willing to meet to see if we can meet your family’s needs.
Our professional trustees service helps clients on the day-to-day operation of trusts and the management of portfolios to ensure the smooth management and transition of wealth whilst maintaining control, continuity and privacy.