Professional Trustee Service guide
We’ve created a guide to explain how to apply for the Professional Trustee Service.
Professional Trustee Service
Introducing a Professional Trustee Service that is simple and easy to use for you and your clients.
We wanted to work with a trust service that would give you and your clients the benefit of their experience. Here’s why we’re working with ZEDRA.
ZEDRA is a leading independent international trust and corporate services provider with a long history of providing professional trust services in the UK and has been named 2022 Trust Company of the Year by the Society of Trust and Estate Practitioners. This is seen as the hallmark of quality in the private client industry.
Their professional trustee service ensures clients are relieved of the administrative and technical burden of acting as trustee themselves, as well as taking away the risk of acting as Trustee in a personal capacity and potentially becoming personally liable for errors in administering the trust. The service includes registration of the trust, maintaining accurate records, all necessary compliance and regulatory reporting obligations as well as administering the trust and making payments to beneficiaries.
ZEDRA’s experienced team of trust professionals also provide an impartial and unbiased service, as well as the continuity that comes with appointing a Professional Trustee that has been managing trusts for over 55 years.
