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Countrywide’s Professional Services

Professional Trusteeship

Professional Excecutorship

Appointing Trustees

Many people appoint their children or family members to act as their Trustees but this can be a major source of problems. For example, where a couple have appointed children or family as Trustees, then following first death, the surviving Spouse / Partner would have to consult with these same Trustees about decisions relating to their own assets. Where the Trustees are also named as beneficiaries can often leads to disputes.

Often because of the Trustees‟ lack of knowledge in dealing with Trust assets , the inheritance can be distributed to the beneficiaries incorrectly, leaving the assets vulnerable to attack from care, divorce, creditors and unnecessary taxation.

Appointing Countrywide Tax & Trust Corporation as professional Trustees will ensure that your client’s wishes, as Settlor, are upheld completely and without bias. They will ensure that the Trust assets are protected for the beneficiaries and advise on any tax saving strategies available.

There is no annual fee levied for this service and charges for Trustee meetings are declared at outset in advance of any work being undertaken.

Choosing and appointing Executors

Your client’s choice of Executors is a very important part of making their Will. Many people choose close relatives or friends but being an Executor is often a difficult and time consuming job and has to be carried out at a time when they may not feel up to the task.

The role carries some legal liability for the Executors and that certain decisions could make make the Executors unpopular with the beneficiaries.

Many people decide to appoint professionals as the Executors of their Will such as Solicitors, Accountants, Bank Managers,however, many professionals carry high charges of between 3 and 5% of the estate value,with an additional hourly rate charged for the work carried out.

Countrywide Tax & Trust Corporation offer a FIXED FEE of 1.5% of the estate value when appointed as Executors when the Wills are drafted, with a LIFETIME PRICE GUARANTEE.

Countrywide Tax & Trust Corporation are experts in dealing with Probate and our sympathetic and professional team of Probate specialists can arrange to meet with your client’s loved ones / chosen beneficiaries, in the comfort of their own home.

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