Professional Trustee Service
PROFESSIONAL TRUSTEE SERVICE
Choosing trustees is a big decision – Whilst it is not mandatory for a professional trustee to be appointed on a trust, we believe it is the best option for all parties:
- Providing continuity of service, not impacted by death or incapacity
- Use of an impartial decision-making process when distributing funds
- Keeping up to date with regulatory or legislative changes
- Completing reports or filings, where necessary, to the relevant authorities.
Utmost offers a professional trustee service regulated by the Isle of Man Financial Services Authority. Having this in-house solutions offers the security of a licensed and regulated organisation with the strong financial backing of the Utmost Group.
UPCOMING MERGER OF TRUSTEE SERVICE PROVIDERS
Since the acquisition of Quilter International by the Utmost Group in 2022, trust services have been provided by both Utmost Trustee Solutions Limited (No. 106739C) and Utmost International Trustee Solutions Limited (No. 095926C).
Work is currently underway to merge the two companies, so that a single, streamlined proposition can be provided for advisers and settlors alike.
If you have queries regarding existing cases or the merger, please get in touch using the below details:
Contact Utmost International Trustee Solutions on [email protected]
Contact Utmost Trustee Solutions on [email protected]
Further communication will be provided once the merger has been completed.