Crown Trustees
Businesses / Posted 2 months ago by Crown Trustees / 153 views
This firm is a specialist advisory and consulting organisation based in the UK, focused on supporting trusts, pension schemes, estate planning, and related governance needs. It provides services to a mix of clients including individual beneficiaries, scheme sponsors, trustees, employers, and others who require expert oversight and administration of trusts and pensions. The firm is particularly strong in areas such as trust administration, governance compliance, investment advisory work, and regulatory support.
One of its offerings is a “home protection plan”, aimed at helping homeowners safeguard their property from the risk of care‐fee liabilities. Under this plan, a homeowner may transfer a residence into a trust while retaining the right to live in it, preserving security of tenure and flexibility, including the option to move.
It also handles probate and estate administration, often acting as executor or trustee. Tasks in this domain include securing a grant of probate or letters of administration, preparing necessary tax returns with HMRC, managing or disposing of property, settling debts, and distributing assets consistent with wills or the rules of intestacy. While the firm assists with the administrative side of estates, it does not act as legal counsel on disputes.
The service model emphasises transparent and fixed fees, removing surprise costs, with a commitment to delivering tailored and ongoing administrative and fiduciary support. With a UK address in Bournemouth, the organisation positions itself as an independent partner for clients who need trusted expertise in managing estates, trust vehicles, pension scheme governance, and regulatory/compliance obligations.
- Listing ID: 60121
- Country: USA