Specialising in Private Client work comprising Wills, Trusts Advice, Powers of Attorney, Estate administration and business succession.
Specialising in Private Client work comprising Wills, Trusts Advice, Powers of Attorney, Estate administration and business succession.
Specialising in Private Client work comprising Wills, Trusts Advice, Powers of Attorney, Estate administration and business succession.
Welcome to Robert Cartmell Consulting (now ProTrust Consulting)
WE SPECIALISE IN THREE MAIN AREAS:
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.
We specialise in the following Estate Planning services:
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 required for most trusts by September 2022. Please ensure they are reviewed and action taken. We are here to provide all advice and support to Trustees and Beneficiaries.
We offer the following Trust Administration services:
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.
Our Estate Administration services:
Robert Cartmell Consulting is now ProTrust Consulting. Please visit protrustconsulting.co.uk for our full range of services.
We are a multi-faceted firm but focused in specialist. We care about the quality of our service. We wish to act for you not just in the one Will or one transaction or matter but for all similar work in future. To that end we want to give our best service so that you will be recommending us to friends/family/contacts for similar work.
An important element of our practice is to work with and alongside our clients’ other trusted chosen firms and advisors in ensuring an overall coverage of professional work. If you require other legal, accountancy or financial services we can direct you to the appropriate experts for that work.
Our focus is always:
To cherish traditional values of care and service
To use a modern approach to ensure speed and cost-effectiveness
To provide solutions to your needs and requirements.
“I am enjoying spending more time with my clients and taking their matters wholly from start to finish, being the point of contact throughout”
Robert Cartmell - Director
“I am enjoying spending more time with my clients and taking their matters wholly from start to finish, being the point of contact throughout”
Robert Cartmell - Director
News & Articles
How to Sell a Property that is subject to a Trust
Robert Cartmell explores how to establish that a property is owned subject to a Trust and how to deal with the Trust appropriately on sale. How to sell a property that is subject to a [...]
Will I avoid Inheritance Tax (IHT) on my estate because I moved to a country such as Australia?
No doubt not the primary reason for moving away, but there are cases where a person or couple might believe that the value of their ‘estate assets’ on death might trigger their family paying UK [...]
Robert Cartmell explores the relatively unknown “14-yr rule” period which can apply to lifetime gifts instead of the usual 7 years for Inheritance Tax purposes
The reasons why a 14 year rule period might apply to lifetime gifts, by estate planning expert Robert Cartmell. I, Robert Cartmell, have worked in estate planning work for over 25 years and there have [...]
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 [...]
