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ProTrust Consulting

Dedicated to you and your family

Estate Planning, Probate & Trust Management Services

ProTrust Consulting - Estate Planning

We have a dedicated service to cover all aspects of estate planning.  The specific services often start with basic Wills and Lasting Powers of Attorney.  However, expertise and experience is key to ensuring that your basic wishes are protected.

FIND OUT MORE ABOUT ESTATE PLANNING

ProTrust Consulting - Trust Management

The majority of professionally prepared family Wills contain trust provisions.  The public are increasingly aware of the need to have correct management and administration of them. Trust Registration is now required for the majority of ‘active’ Trusts.

FIND OUT MORE ABOUT TRUST MANAGEMENT

ProTrust Consulting - Estate Administration

From advice on the Inheritance Tax process, to assisting with Probate, our experienced team has all the necessary expertise to help you as executors or beneficiaries with the administration process for a Will or Intestacy.

FIND OUT MORE ABOUT ESTATE ADMINISTRATION

About ProTrust Consulting

ProTrust Consulting Ltd is a firm specialising in three distinct areas:

ProTrust Consulting ltd’s background is primarily from a law-base. Robert Cartmell (founder and co-director) is a former solicitor having practised from 1996-2020. Robert’s specialisation is advising clients in Wills, Trusts and Estates. He has over 25 years of advising and acting for families and individuals in this area of work. He undertakes all of the client-based work in all three main areas of the Practice. Those functions extend to his own executorship/trusteeship roles which are usually delegated functions undertaken by this firm. Robert is assisted by his wife Claire (as co-owner/director) and by experienced colleagues Rebecca Gurney, Jane Meads, Tracey Phillips and Paula Robinson.

Find out more about ProTrust Consulting

Robert Cartmell - Director - Protrust Consulting

ProTrust Consulting Articles

  • Lifetime (or ‘Living’) Trusts

Lifetime (or ‘Living’) Trusts

December 9th, 2024|

Robert Cartmell explores the benefits of using lifetime Trusts as opposed to using Will-Trusts to protect assets. What are the usual factors and implications for putting your property into a lifetime trust structure, by Estate [...]

Kind words from our clients

We are always grateful for the comments and feedback from our clients as well as professional contacts and advisors. This helps us maintain a high level performance and strive to constantly improve what we do for you.

Thank you for your email

Thank you for your email and all your splendid efforts on our behalf we are so grateful.

V N

December 24, 2024

It all makes sense to me

Hi Rob and Richard, thanks you both for your time and advice yesterday. Its clarified the questions that I have been concerned about since the budget.

It all makes sense to me.

P B

December 18, 2024

Many thanks for your understanding.

Many thanks for your understanding.

G N

December 18, 2024

Thank you very much Rob!

Thank you very much Rob!

Kind regards,

J C

December 16, 2024

You are very understanding

Thank you Rob,

You are very understanding.

Kind regards,

J C

December 11, 2024

Appreciate all your help at this time

Hello  Rob,

Thank you so much!

Appreciate all your help at this time.

Kind regards

J C

December 11, 2024

Thanks to you both for your support. 

This has been paid this morning. Thanks to you both for your support.

A H

December 9, 2024

Thanks for the update. Appreciate it.

Thanks for the update. Appreciate it.

C S

December 5, 2024

Much appreciated

Thank you for copying me in on the email chain.

Much appreciated.

Kind wishes.

T H

December 4, 2024

Thank you so much.

Yes I do approve.

Thank you so much.

R B

December 4, 2024

Perfect, thanks Jane

Perfect, thanks Jane.

Hope you both have a great Christmas.

H M

December 3, 2024

Thank you very much for your time this morning

Thank you very much for your time this morning.

We both found it very useful and informative for our planning.

As promised please find copies of the draft wills.

Look forward to speaking to you soon.

T L

December 3, 2024

thank you for the all the help and support from you and Protrust

Looking forward to  catching up too but in the meantime, Season’s Greetings and wishing you and your family a happy and peaceful Christmas time. As always, thank you for the all the help and support from you and Protrust during the last year.

K M

November 27, 2024

Much appreciated – it is really very helpful advice

Rob (and John)

Much appreciated – it is really very helpful advice

Thanks very much.

J O

November 26, 2024

Thanks for the call today Rob. Very helpful.

Thanks for the call today Rob. Very helpful.

S S

November 25, 2024

Thank you, Rob. Really appreciate your insight

Thank you, Rob. Really appreciate your insight.

S S

November 15, 2024

We would like to consult you again now on other legal matters associated with the trusts

Based on past correspondence with our late brother, you became knowledgeable on the Trust, and its history, and you gave us such valuable advice and timely legal services prior to, and following, his death.

We would like to consult you again now on other legal matters associated with the trusts, if you are available.

A G

November 14, 2024

Many thanks for arranging and setting up the Trust

Many thanks for arranging and setting up the Trust.

K T

November 13, 2024

Much appreciated

Thanks Rob

Much appreciated.

Kind regards

A V

November 11, 2024

Hi Rob and Rebecca

Hi Rob and Rebecca – hope you had a good weekend. It was very much appreciated to have the meeting and very productive.

Many thanks again for all your help and the team’s hard work.

Best wishes and kindest regards.

S H

November 11, 2024

Thank you to you and Rob

Hi Gabriella,

Thank you to you and Rob for making a complex subject understandable (well, most of it anyway!). Your summary below matches what I believed that we had agreed upon.

P B

November 8, 2024

Thank you, Rob.

Thank you, Rob.

This is very helpful. I will get back to them on those lines.

E S

November 7, 2024

Great, thank you so much!

Great, thank you so much!

G N

October 31, 2024

That’s great Rob

That’s great Rob

Thank you ever so much.  I will get these signed and will get all the iD for everyone.

A V

October 29, 2024

Thank you Rob, Very useful.

Thank you Rob, Very useful.

M S

October 25, 2024

Fabulous response Rob. Thank you

Fabulous response Rob. Thank you. Would you mind if I forwarded your email to my brother?

S S

October 18, 2024

Thanks Robert

Thanks Robert. Your replies have helped us to understand what we are planning. As you appreciate, most of this is new to us.

B F

October 12, 2024

Thanks Robert

Thanks Robert

I really appreciate the help with this

D K

October 2, 2024

Thank you so much, this is all so helpful

Thank you so much, this is all so helpful.

E S

September 30, 2024

very grateful for all you’re doing

Thanks Rob! As always, very grateful for all you’re doing!

W C

September 25, 2024

Thank you both for such an interesting and informative meeting

Thank you both for such an interesting and informative meeting. The members who came certainly enjoyed the presentations and were not running away at 12:00.

L B

September 20, 2024

Thanks Rob and much appreciated.

Thanks Rob and much appreciated.

K F

September 11, 2024

Thanks so much for all the help today

Afternoon, Jane,

Thanks so much for all the help today. Looking forward to your response. Have a brilliant weekend.

J H

September 7, 2024

Thank you so much

Sorry I’ve only just got back to you.  This is perfect.  Thank you so much.  Look forward to seeing you when you come down.

S F

September 5, 2024

I know Tom highly recommends you

I’d appreciate a chat, about my father’s estate and also my own estate planning. I know Tom highly recommends you!

E D

September 4, 2024

Thank you for turning this around so quickly

Robert, Thank you for turning this around so quickly and being so patient.

S M

September 4, 2024

Thank you Jane, that is very helpful

Thank you Jane, that is very helpful.

S P

September 1, 2024

I can not believe you are working on a Sunday

I can not believe you are working on a Sunday.

K T

September 1, 2024

That all sounds great, much appreciated

That all sounds great, much appreciated.

N B

August 14, 2024

Thank you so much Rob

Please pass on my sincere thanks to Rob.  He didn’t have to do this and has come back super quick.  This does really help, and I note his comments re informal advice.

Thank you so much Rob!

M P

August 14, 2024

Much appreciated

Thank you for your email and for the preliminary advice – I really appreciate it.

Much appreciated.

S E

 

August 14, 2024

Many thanks for dealing with this so promptly

Many thanks for dealing with this so promptly.

Hopefully this will now satisfy Metro Bank and we can get the account opened.

B W

August 12, 2024

Great, many thanks Rob

Great, many thanks Rob.

S H

August 7, 2024

Thanks so much Jane

Thanks so much Jane.

Much appreciated

C U

July 30, 2024

Thanks a lot for your help Jane

Thanks a lot for your help Jane.

J O

July 23, 2024

Thanks very much for co-ordinating this.

Thanks very much for co-ordinating this.

J O

July 22, 2024

Thanks very much for the update

Hi Rob – thanks very much for the update – appreciated. We’re more than happy with how things are progressing and agree that it needs to be taken step by step.

Thanks again for you and your teams work so far and hope to hear from you soon.

S H

July 9, 2024

Thanks for this Rob, much appreciated

Thanks for this Rob, much appreciated.

All good here, thank you.

Hopefully we will hear back from the charities in the next week or so. Thanks for the update.

Best wishes,

W C

July 8, 2024

Thanks for your comprehensive and informative message

Thanks for your comprehensive and informative message.

Kind regards

L N

July 5, 2024

Thanks so much Jane

Thanks so much Jane,

I’ll download and print when I’m back from Ireland tomorrow and get back to you Friday or Monday latest.

Your super efficiency is much appreciated.

C U

June 26, 2024

That’s great, many thanks Rob

That’s great, many thanks Rob.

Kind regards,

S T

June 24, 2024

Thank you for delivering such a great presentation

Thank you for delivering such a great presentation! I believe we covered a lot of important topics today, and your presentation delivered a lot of insights.

Furthermore, as a competent professional, Robert, sharing your views and experiences during the Q&A added an inspiring aspect to today’s session. This personal touch allowed students to connect with your perspective, learn from your journey, and gain a deeper understanding of the professional mindset, which is a valuable asset as most of our students only starting to build their own careers.

E R

June 17, 2024

Thanks for all of your advice yesterday Rob, look forward to the meeting on the 3rd

Thanks for all of your advice yesterday Rob,  look forward to the meeting on the 3rd.

J W

June 13, 2024

I just wanted to thank you and Jeremy for giving up so much of your time today

I just wanted to thank you and Jeremy for giving up so much of your time today, I thoroughly enjoyed it and found it really interesting and helpful.

I am sure I will end up having questions over time and also from a personal perspective now I know how poorly created my own will is.

See you soon,

C G

June 11, 2024

We all appreciated the teams call with Rob

We all appreciated the teams call with Rob.

It’s not often you can get all the family together!

Regards

D C

May 29, 2024

That’s great, thank you so much

That’s great, thank you so much,

L R

May 20, 2024

Many thanks Rob, much appreciated

Many thanks Rob, much appreciated.

R S

May 14, 2024

Thanks so much for all your work on these documents

Thanks so much for all your work on these documents.

Kind regards,

M P

May 9, 2024

Thanks so much Rob, much appreciated

Thanks so much Rob, much appreciated.

Kind regards,

M P

May 9, 2024

Thanks for the meeting today

Thanks for the meeting today – very productive. Lovely to see you again too.

Best,

S & R

May 1, 2024

My dear Robert. I am so very grateful to you for this

My dear Robert. I am so very grateful to you for this. I shall discuss with my son when he is home later in the month in the hope of taking things forward.

Warm regards and gratitude

B L

April 5, 2024

That’s brilliant thank you Rob and Rebecca

That’s brilliant thank you Rob and Rebecca

K T

March 28, 2024

Dear Rob I am so very grateful to you for coming to see me

Dear Rob I am so very grateful to you for coming to see me and for the extremely useful discussion that we had, your guidance is very useful and I shall discuss with family members when holidays are over, thanks you so much, ever.

B L

March 26, 2024

Thank you very much, really appreciate the clear communication

Dear Rob

Thank you very much, really appreciate the clear communication.

Many thanks

Regards

E S

March 19, 2024

Fantastic, thank you!

Fantastic, thank you!

A H

March 8, 2024

Thank you for all your help and advice

Thank you for all your help and advice.

Many Thanks

P J

February 28, 2024

Very helpful. Thank you

Hi Rob,

Very helpful. Thank you.

Best regards

G N

February 20, 2024

Thanks for the update. Very much appreciated.

Thanks for the update. Very much appreciated.

Best wishes,

W C

February 20, 2024

Many thanks for your time on Tuesday it’s greatly appreciated

Many thanks for your time on Tuesday it’s greatly appreciated.

Kind Regards,

M L

February 16, 2024

Thanks so much for the info & quick response

Thanks so much for the info & quick response.

Best wishes,

W C

February 8, 2024

Thank you again for the work you’ve put into this investigation

Hi Rebecca and apologies for the delay in responding. All has been safely received, and thank you again for the work you’ve put into this investigation.

With best wishes,

A and L

February 7, 2024

And he would like you to do this as we know we can trust in your services

And he would like you to do this as we know we can trust in your services.

Many thanks!

Best wishes,

W O

February 5, 2024

Thanks again for taking time to have a chat yesterday afternoon

Thanks again for taking time to have a chat yesterday afternoon – much appreciated.

Kind regards,

S H

February 2, 2024

Many thanks Rob as always

Many thanks Rob as always.

K T

January 31, 2024

Thanks for all your help over the years

Thanks for all your help over the years and please keep in touch if there is anything to process in the future.

Kind regards

H W

January 26, 2024

Thank you Jane

Thank you Jane. This is helpful and makes sense!

Best

D H

January 19, 2024

Lovely, thank you, Jane

Lovely, thank you, Jane.

Kind regards

M B

January 17, 2024

your help and support has been greatly appreciated

Many thanks for this, your help and support has been greatly appreciated.

Kind regards

A H

January 11, 2024

Thank you for the update Rob

Thank you for the update Rob.

Much appreciated,

Kind wishes,

T H

January 10, 2024

Thank you for all that has been done in sorting my mother’s estate

Thank you for all that has been done in sorting my mother’s estate.

Regards

P W

January 10, 2024

Thank you for all that has been done in sorting my mother’s estate

Thank you for all that has been done in sorting my mother’s estate.

Regards

P W

January 10, 2024
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