Experience. Expertise. Professionalism
OUR SERVICES.
AG Trustees provides support in establishing trusts and accepts appointments as trustee, co-trustee or trust protector. We administer trusts in accordance with their trust deeds, stated purposes and the interests of their beneficiaries.
How we can help
Professional support at every stage of a trust
Every trust is established to meet specific needs, circumstances and objectives. That's why our approach begins with understanding the wider context and continues through the establishment of clear rules, the acceptance of professional appointments and ongoing trust administration.
Trust establishment
AG Trustees works alongside settlors and their professional advisers to help develop trust arrangements that reflect their intended purposes.
Wealth and asset structuring
Where wealth comprises different types of assets, company shareholdings, property or family interests, a clear structure may be needed to ensure effective organisation and continuity. A trust can help establish a framework for administering those assets in accordance with the settlor's objectives. Each arrangement must be considered in the context of the individual's personal, family, business and financial circumstances.
Explore Wealth and assetsTailored advice
AG Trustees supports the development and review of the rules governing how a trust operates. This includes defining roles and responsibilities, decision-making processes, the relationship between trustees, trust protectors and beneficiaries, and how the trust arrangement may adapt to changing circumstances over time. Our support is available both when establishing a new trust and when reviewing an existing one.
Professional trustee
A trustee is the person or organisation responsible for administering assets held in trust in accordance with the trust deed. When appointed as trustee, AG Trustees takes legal ownership of the trust assets and administers them independently, prudently and responsibly, in accordance with the trust's purposes and the interests of its beneficiaries.
Co-trustee
AG Trustees may be appointed alongside one or more other trustees, sharing responsibilities and decision-making powers as provided for in the trust deed.
Trust protector
AG Trustees may act as trust protector, overseeing the trustee's activities and exercising the powers granted under the trust deed, within the limits established by its provisions.
Trust administration
Administering a trust requires continuity and careful attention to documentation, accounting and tax matters. AG Trustees handles the ongoing administrative activities needed to give effect to the trust's purposes over time.
Compliance
AG Trustees manages the obligations associated with each appointment and, where necessary, coordinates with the legal and tax advisers involved.
The professional Trustee's role
The effectiveness of a trust also depends on those responsible for administering it
Acting as trustee means taking responsibility for the people, assets and purposes entrusted to our care.
AG Trustees approaches every appointment with expertise, independence and sound judgement. This means acting in accordance with the trust deed, administering assets prudently, keeping clear records of decisions and providing appropriate accounts and reports.
Fiduciary responsibility also requires continuity. We remain involved throughout the life of the trust, maintaining clear and ongoing communication with beneficiaries, trust protectors and professional advisers.
FAQ
Frequently asked questions
A trustee administers the assets held in trust and makes decisions in accordance with the trust deed. A trust protector oversees certain aspects of the trustee's activities and exercises any supervisory or approval powers granted under the trust deed.
AG Trustees may act as trustee, co-trustee or trust protector. We also work alongside settlors and their professional advisers in establishing trusts and can handle the associated administrative, accounting, tax and documentation requirements.
Yes, subject to a review of the trust deed, the assets involved and the activities undertaken to date. We assess each potential appointment, considering the trust's purposes, the responsibilities involved and the practical requirements of taking on the role.
AG Trustees — Experts in trusts and wealth planning
Would you like to learn more about trusts?
A trust's purposes, assets, relationships and responsibilities need to be considered together. An initial discussion can help clarify your objectives and assess the requirements for establishing a suitable trust arrangement.
Contact us
Speak to one of our advisors
At AG Trustees, we offer specialist expertise, long-term commitment and professional relationships built on trust.