The following list constitutes the main services offered to EBS Trustees clients. These have been developed to reflect the need to provide clients with a range of more complex estate planning, legal documentation and trust services.


Small Self Administered Schemes (SASS) & Self Invested Personal Pensions (SIPP)

Pensioneer / Managing Trustee & Administration Services.


Independent Pension Trustees

In liquidations or pension disputes, pension in divorce matters.


Corporate Trustees Service

Trust writing and administration service for life policies, pensions, family settlements & charities


Estate Planning

Asset assessment, advice on mitigating Inheritance Tax, Will writing and legal document service. Preparation of "Informal Writings" (Scotland), Instructions to survivors regarding wishes (England).


Executries

Winding Up Estates, acting as executor and / or administrator.


Safe-keeping Service

Important documents held & inventory preparation. Preparing Contact Schedules.


Personal Tax Service

Income & Capital Gains Tax compliance & advice. Specialists in taxation of Trusts, Pensions & Estates.


Private Banking

Maximising cash management, deposits and personal credit control.


Lending & Venture Capital

Taking a position in equity or debt in client companies or new businesses. Advice on sourcing and raising capital.

EBS Trustees operates as a main contractor to its clients, offering a range of sub-contracted complimentary services; we can effect introductions to facilitate:

1. Legal Services
2. Stockbroking
3. Financial Services Advice
4. Offshore Banking & Company Incorporation
5. Audit & Accountancy
6. Actuarial
7. Management Consultancy