Welcome to ProTrust Consulting
Dedicated to you and your family
Please visit one of our dedicated websites (see below).
We look forward to discussing your particular requirements.
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. Trust advice is essential in most cases. Best service involves a continuing need to review on a regular ongoing basis, at intervals that are set by you. It is not usually just about one Will, it is ensuring that you are kept up to date on the law, tax and trends to give you full peace of mind.
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. Please ensure that any Trusts that relate to you are reviewed and action taken to ensure registration details are up to date. We are here to provide all advice and support to Trustees and Beneficiaries.
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. We have a fast, smooth and efficient process that reduces the strain for those involved in what can be an essentially sensitive and stressful time.
ProTrust Consulting Ltd is a firm specialising in three distinct areas:
- Estate Planning (Wills, Lasting Powers of Attorney and Trust);
- Estate Administration (Including assisting with probate and Inheritance Tax)
- Trust Management (The administration of Trusts and associated help to Trustees)
Our 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.
Over an extensive period, Robert has prepared many thousands of Wills and trusts for individuals and families as well as acted in the administration of many of them. Many estates require not only administration of the Will and the estate but also ancillary Trust advice and administration. A strength of our Practice is being able to combine these important services.
Rebecca specialises in our Estate Administration department as our firm’s Estate Administration Executive. Jane and Tracey work across all areas of our client work and also in the firm’s compliance and office administration. All have many years’ experience of working within legal practices and advisor firms. Paula has recently joined us to works in all of our primarily work areas as a support advisor to Robert and she has a previous background in financial services.
Jeremy Mills is engaged in a non-executive co-director role bringing trust and tax planning expertise as well as notary and solicitor services through his firm Mills Keep.
We maintain professional indemnity insurance in all of our primary areas of practice (Estate Planning, Estate Administration and Trust Administration).
We have a strong background and affinity of working within the Chilterns but we now also act for London clients and those from all over the Home Counties and many from around the UK. With the large-scale introduction of video-meetings, we are able to have more meetings with families (as a whole) with relative ease.
We pride ourselves on having a good track record in efficiency of working and in setting regular contact points and updates with you throughout the process. Diarising catch ups and meetings (whether by video call or in person) will ensure families are kept up to date and that regular progress is made and communicated.
We work with you for your own timescales and work in whatever is the most efficient and effective method is right for you and for overall harmony and efficiency.
Whatever your circumstances, we are always sensitive to your requirements.
Robert Cartmell explores the reasons and process of lodging a “Caveat” at the Probate Registry
The reasons why a Caveat might be lodged and the impact of doing so by estate administration expert Robert Cartmell. I, Robert Cartmell, having worked in estate administration work for over 25 years and during [...]
Robert Cartmell explores the reasons for creating a “Business Lasting Power of Attorney”
The reasons why a Business LPA provides better coverage for your Business by estate planning expert Robert Cartmell. I, Robert Cartmell, having worked in ‘estate planning work for over 25 years and a common issue [...]
Robert Cartmell explores the reasons for filing notices under Section 27 of the Trustee Act
The reasons why a Section 27 Trustee Act notice helps Executors by estate administration expert Robert Cartmell. I, Robert Cartmell, having worked in ‘estate administration work for over 25 years and a common issue to [...]
Contact us
For new enquiries please email: info@protrustconsulting.co.uk
ProTrust Consulting Ltd
25 North Row
Marble Arch
London W1K 6DJ
T: 0207 123 6189
© ProTrust Consulting Ltd.
VAT Reg. No. 31369590. Registered in England & Wales No: 11767902
Registered Office: 25 North Row, Marble Arch, London W1K 6DJ.
Website by: neilphillipsdesign.co.uk