About ProTrust Consulting
About ProTrust Consulting
ProTrust Consulting – Why come to us? What are our strengths?
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 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 works 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.