Giving you peace of mind
A Safe Choice
Our aim is to provide you with a great value service, with exceptional delivery, via a method that suits your needs best.
What it means to be a trust corporation
As a trust corporation we are legally required to meet certain criteria, including:
- Being constituted under UK (or EC) law
- Being empowered by our constitution to undertake trust business
- Having one or more places of business in the UK
- Having issued share capital of at least £250,000 of which not less than £100,000 has been paid up in cash (Trust Inheritance has share capital of £250,000, all paid up) Ref: (Section 68(18), Trustee Act 1925, section 4(3), Public Trustee Act 1906 and Rule 30, Public Trustee Rules 1912 (SI 1912/348), as amended from time to time.)
All documents are drafted by a member of The Society of Will Writers (SWW)
In addition to this, we also employ individual members who are all governed by:
Regualtion
Trust Inheritance® Limited is a Trust Corporation registered in England and Wales under company number 2490912. Trust Inheritance® operates as a legal consultancy and not a traditional solicitors/law firm. It is not authorised or regulated by the SRA itself as Trust Inheritance® does NOT provide the following legal services:
- Reserved legal services, i.e. conduct of litigation;
- Immigration services;
- Claims management services; or
- Regulated financial services.
Solicitors
Trust Inheritance® Limited Employs two qualified and regulated solicitors, Gill Grinyer and Ekta Porter. Any reserved legal services provided by them, as set out above, are regulated by the SRA in their personal capacities.
Professional Indemnity Insurance cover: £2million
As we are not regulated by the SRA as an entity, we are not required to comply with the requirements which apply to some firms of solicitors. As such, customers will not be able to make a claim against the SRA compensation fund. However, Trust Inheritance® Limited does hold Professional Indemnity Insurance cover for the sum of £2,000,000, which means that if we get it wrong, customers are insured against financial losses.
Training is key
Ongoing training is delivered by Trust Inheritance’s experienced mentors providing relevant education whenever it is required. All staff receive regular formal legal tuition as part of their continuing professional development, together with a range of external training, delivered either on a group or individual basis.
The company has successfully encouraged members of staff to develop through membership and examination; support is provided through training and study leave.
As part of our membership with the Society of Will Writers (SWW), each person in the Customer Care Team and our Later Life Planning Advisers have completed several training courses and exams, and comply with the SWW Code of Practice. Furthermore, the Bereavement Team receives Bereavement counselling training as well as in-depth Customer Services training. We pride ourselves in taking a more holistic approach to supporting our customers, which is especially important as we are often the first telephone call people make when a loved one dies.
SRA Regulated Solicitors are required to practice continuing competence. This means that solicitors must reflect on their practice and undertake regular learning and development so their skills and knowledge remain up to date. All solicitors make an annual declaration known as a Competence Statement to the SRA as part of their Code of Conduct.
Get in Touch
Have a question? Need some help? We are happy to go through any queries you may have. Call, email or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.
