Trust Deed Preparation
Trust deeds drafted to reflect your structure, beneficiaries and objectives.
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Professional Legal Services
Trust deeds, contracts and corporate documents prepared alongside your financial affairs.
Overview
Financial and legal documents are closely linked. We prepare trust deeds, estate documents, corporate agreements and commercial contracts so they fit your financial structure from the start.
Ongoing compliance monitoring and an advisory retainer keep your documents current as your business and the rules around it change.
Services
What Professional Legal Services covers
Will & Estate Documents
Wills and estate documents prepared in line with your wider financial plan.
Corporate Bonds & Agreements
Shareholder, loan and bond agreements prepared for corporate transactions.
Commercial Contract Drafting
Supplier, customer and service contracts drafted and reviewed.
Ongoing Legal Compliance Monitoring
Regular reviews that flag documents affected by legal or regulatory change.
Legal Advisory Retainer
Ongoing access to advice on documents and compliance questions.
How it works
A clear path from first call to results
Brief
We understand your objectives and financial structure.
Draft
Documents are drafted and explained in plain language.
Review
Drafts are refined with you until they are ready to sign.
Maintain
Documents are monitored and updated as circumstances change.
Engagement
Scoped to your business
Every engagement is priced after a short scoping call, based on your size, complexity and the services you choose. You receive a written proposal before any work begins.
Request a quoteLegal services are document preparation and advisory services. Where a matter requires a regulated legal activity, such as litigation, conveyancing or probate, we will refer you to an authorised solicitor.
Related services
Works well with
Consultation
Talk to a chartered accountant about Professional Legal Services
Tell us about your business and what you need. A member of our team will reply to arrange a call.