Next Generation Technical Support

Trust and Estate Planning Panel

Trust and Estate Planning Panel

Following the launch of QTEPS ( Qualified Trust and Estate Planning Service) a panel of trust providers across a number of different jurisdictions has been developed. The QTEPS panel will be made up of a range of standard solutions to include all of the most commonly used trusts such as discounted gift trust, discretionary trust and loan trust . These trusts will be available at a low fixed initial and annual fee. The documentation for each of these solutions has been prepared in a concise, easy to understand way so that they can easily be explained to clients. Each of the trusts will include trustee services from a professional trustee. All of the trust providers on the panel will be able to provide more bespoke solutions at additional cost.

  • Mills and Reeve LLP

    Mills & Reeve is a full service UK law firm and is among the 50 largest UK law firms. They have a staff of over 890 people, including 117 partners and over 400 lawyers. The firm is also part of an international network of independent law firms and in 2016 their lawyers assisted with matters in 54 different jurisdictions across the globe.

    The Private Client team at Mills & Reeve specialises in UK and international tax and trust matters as well as advising clients on Wills and probate. They are able to prepare initial trust documentation and assist with any ongoing trust administration, including the filing of UK tax returns. Being a full service law firm means that they also have the specialist knowledge in house to allow them to advise trustees and beneficiaries on almost any UK legal issue that they need assistance with.

    Mills and Reeve's lawyers aim to build ongoing relationships with clients and to provide the highest level of client care.

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