Why use a professional Trustee

Determining who will oversee your assets after your death is an important decision.

Animations were created by and are the intellectual property of Generational Asset Protection.

Appointing a professional trustee means making sure you put your money in hands you really can trust.

Determining who will oversee your assets after your death is an important decision. A professional trustee will ensure funds are distributed in line with the settlers wishes in the most tax efficient manner and with the maximum protection, they cannot be swayed by pressure from a beneficiary and take a totally unbiased approach when dealing with the deceased’s assets.

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Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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