Appointing a trustee can be a complex and sensitive decision for clients. Many are unsure what the role entails and may hesitate to involve family or friends. That’s where appointing a professional trustee can help.
Being a trustee is a serious responsibility. A professional trustee helps remove barriers and ensures the trust is managed with confidence and care.
Removes emotional bias from decision-making.
Navigates statutory responsibilities with confidence.
Handles trust registration, reporting, and tax charges.
Ensures the trust is unaffected by incapacity or death.
Trustees are bound to act discreetly and professionally.
Operates within a regulated environment with robust controls.
To make it easier for your clients to benefit from the services of a professional trustee, we have an arrangement in place with ZEDRA.
ZEDRA can be appointed as a professional trustee across Quilter’s trust range – on both new and existing trusts (available on all trusts except the unlimited liability loan trust).
ZEDRA registers the trust with HMRC and provides confirmation to Quilter.
They calculate and pay exit and periodic charges to HMRC, with optional support for additional IHT reporting.
ZEDRA manages compliance, correspondence and routine trust tasks such as vesting options.
All withdrawal requests are approved by ZEDRA, with payments coordinated and typically completed within 15 working days.
To access ZEDRA’s services your client will need to complete ZEDRA’s client agreement and receive a copy of their fee schedule. Both available on ZEDRA’s website.
Download our guide to understand more about the arrangement with ZEDRA, the services they offer, and the application process.
ZEDRA is a leading independent trustee service provider with a reputation for delivering exceptional client service. To find out more about ZEDRA, and to access the required client agreement and fee schedule, visit their dedicated webpage.
