Support for professional trustees

Practical guidance to help you carry out your role, reduce risk, and add value for your clients 

Trusteeship comes with significant obligations, with professional trustees held to a higher standard. If your firm offers trustee services, it's essential to understand what you need to do as a trustee - and ensure that offering the role makes strategic sense for your business. 

I provide practical, down-to-earth guidance for professional trustees to help you navigate the role, minimise risk, and manage existing trusteeships. 

How I can help 

• Advice on the key components of trusteeship and understanding the Trusts Act 2019 

• Identifying and minimising risk

• Reviewing existing trusteeships and Trust Deeds

• Preparing trust documentation 

• Developing and implementing trust management programs

• Exiting trusteeships

• Exploring alternative options which come with lower risk 

How it looks in practice 

Engagements can be structured on a one-off or project basis, or on a retainer at reduced hourly rates, depending on your needs. 

I work remotely (or in a hybrid arrangement if needed), and structure my approach based on your goals, resources and client base. 

Benefits for your firm

• Behind the scenes advice when you need it

• Reduced risk from trusteeships

• Building your skillset and services to offer to your clients 

• Flexible and scalable – increase or decrease support as your needs change

• No employment overheads – no leave, HR, or long-term commitments to manage

These services focus on making trustee responsibilities clear and practical, so that you can manage your trusteeships with confidence. 

Interested in finding out more about these services?

Get in touch to arrange a call or initial strategy consultation to explore how I can best support you or your firm.