Professional trustee services
  1. Professional trustee services

    Stevens & Bolton Trustees Ltd (SBTL) is the corporate trustee of Stevens & Bolton LLP (LLP). SBTL is wholly owned by the partners of the LLP who in turn provide all legal, compliance and regulatory work for SBTL.

    Whether a trust is simple or complex, legislation is placing an ever increasing burden upon trustees to comply with complex regulation and disclosures to the relevant authorities. Professional trustees are held to a very high standard in the performance of their role and have significant experience in compliance with all regulatory frameworks, together with the legal and administrative areas required to effectively manage a trust.

    SBTL accepts appointments as a trustee, executor/administrator and deputy in a range of contentious and non-contentious situations. The appointment of SBTL is free of charge – there is no cost to the structure for having a corporate trustee. SBTL is an independent trustee able to offer impartial advice that may be difficult for other trustees.

    The team has a deep understanding of personal tax, trusts and probate law with a keen understanding of the commercial deal in play.

    THE LEGAL 500

    Acting through the LLP, SBTL is able to provide a seamless level of service particularly when it comes to accounting, tax compliance and regulatory matters. These services are provided through the LLP’s dedicated trust compliance and administration team to ensure that SBTL meets its obligations. In addition, because SBTL is wholly owned by the LLP it is able to call on the LLP to offer legal advice in connection with any of the trusts/executorships that it is appointed to. This of course does not prevent SBTL from seeking advice outside of the LLP to the extent required. This includes investment management advice.

    In addition to SBTL acting as a trustee/executor, the LLP also provides standalone advice and services to trustees/executors where SBTL is not involved. This allows the LLP to offer a tailored level of advice and administration where the full service offering of SBTL is not required.

     

  2. Our experience

    • Appointed as a professional trustee of a maintenance fund for an historic building in connection with a landed estate.
    • Appointed as the professional trustee on a family trust with assets in excess of £20m, the purpose of which is to provide for the education of successive generations of the family.
    • Acting as a trustee for a substantial grant making family charitable trust and advising the trustees on charitable distributions.
    • Acting as the court-appointed trustee of a Bare Trust in a long-running dispute between the beneficiaries concerning the management of the trust and ultimate distribution of the trust assets between the beneficiaries.
  3. Our People

    Partners

        • Private client
        • Taxation
        • +44 (0)1483 401253
        • Guildford
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        • Private client
        • Taxation
        • +44 (0)1483 406989
        • Guildford
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        • Dispute resolution
        • Pensions
        • Private client
        • +44 (0)1483 406437
        • Guildford
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        • Private client
        • Taxation
        • +44 (0)1483 406967
        • Guildford
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        • Private client
        • +44 (0)1483 734220
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    Consultants

        • Corporate tax
        • Entrepreneurs
        • Private client
        • Taxation
        • +44 (0)1483 401222
        • Guildford
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        • Private client
        • Taxation
        • + 44 (0)7583 100517
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    Managing Associates

        • Dispute resolution
        • Private client
        • +44 (0)1483 406493
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        • Private client
        • +44 (0)1483 401266
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        • Private client
        • +44 (0)1483 734227
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        • Private client
        • Taxation
        • +44 (0)1483 734260
        • Guildford
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    Senior Associates

        • Private client
        • Taxation
        • +44 (0)1483 406417
        • Guildford
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        • Private client
        • +44 (0)1483 734224
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    Knowledge Lawyers

        • Private client
        • Taxation
        • +44 (0)1483 406426
        • Guildford
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    Associates

        • Private client
        • +44 (0)1483 406462
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        • Private client
        • Taxation
        • +44 (0)1483 401220
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        • Private client
        • +44 (0)1483 401268
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        • Dispute resolution
        • Private client
        • +44(0)1483 406478
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        • Private client
        • +44 (0)1483 406476
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    Legal Assistants

        • Private client
        • +44 (0)1483 401213
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        • Private client
        • +44 (0)1483 401221
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    Paralegals

        • Private client
        • +44 (0)1483 734277
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        • Private client
        • +44 (0)1483 734211
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  4. Articles

    Stuck in a digital dark age

    Trust Registration Service (TRS)

    Trusts: Every penny counts

    The changing landscape of trusts

    Probates: how much is too much?

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