About ProTrust Consulting

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.  Going forward, his role will focus on the development of the practice and leading the growth and continuity of our team and the service for our clients.

Robert is assisted by his experienced colleagues Rebecca Gurney and Jane Meads, and recently we have been joined by trainees Oreste Mele and Ricardo Forgione.  Alongside the team, we have the support, experience and expertise of trust and tax specialist Jeremy Mills.

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, accounts and office administration. Both have many years’ experience of working with Robert and within legal practices or advisor firms. Oreste and Ricardo have recently joined us to train and support the work in our primarily work areas.  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.

Over an extensive period, our people have not only acted in the preparation of many thousands of Wills and trusts for individuals and families but assisted in the administration of many of them. Estates often require not only administration of the Will and  transfer of assets but also ancillary Trust advice and administration. A strength of our Practice is being able to combine these important services.

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.  Now also with our London base, we act for clients from London and internationally, as well as for those within 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 delivering a cohesive structure for our clients’ estate planning and trust requirements.  Regular contact and updating throughout the process is always a goal for best planning. 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.