We act as trustees on behalf of older people who require administrative support. This service is aimed at people who live at home.
Our specialist
- handles payment transactions
- claims refunds
- writes letters to government departments or organisations
- completes tax returns
- submits applications for supplementary benefits
Our staff from the business and administrative departments are supported in their work and their accounts are audited annually by our external auditors. They are bound by a duty of confidentiality. A fiduciary mandate is accepted following a non-binding initial consultation.
Costs
: A monthly fee is charged for the trust mandate, calculated on a sliding scale based on income and financial circumstances.
Do you have any questions? Please give us a call; we’d be happy to advise you, with no obligation.
Monday–Friday, 8 am–12 noon and 2 pm–5 pm