We are here to guide you on your Estate Planning journey. We have provided answers to some frequently asked questions about our products and services.
A trustee is responsible for managing assets on behalf of others. Think of a trustee as a custodian who holds and protects your valuables and ensures they are distributed according to your wishes. Trustees act in the best interest of the beneficiaries, following the rules set out in your estate planning tools, such as Wills and Trusts. In essence, a trustee ensures that your legacy is passed on exactly the way you want it.
Anyone you trust may be a trustee, but choosing one with the right experience and knowledge is important to manage your estate effectively. This is where professional trustees, like Coronation Trustees, come in. We provide the expertise needed to handle these responsibilities smoothly and we make sure your assets are in safe hands.
A Will is the foundation of any good estate plan. It is a legal document that ensures your assets are distributed according to your wishes after your passing. Without a Will, your estate may be subject to legal disputes, and your loved ones might not receive what you intended. When you have a Will, you protect your family from unnecessary stress and ensure your legacy lives on. At Coronation Trustees, we make drafting a Will simple and straightforward. You may set your preferences, appoint executors, and leave detailed instructions for how your estate should be handled.
Managing your assets through a trust provides a reliable way to protect and oversee them according to your wishes. A trust lets you assign a trustee to manage your assets for the benefit of specific individuals; this could be for ongoing family needs, education funding, or maintaining privacy. At Coronation Trustees, we offer services tailored to different trust arrangements, including living, family, blind, and education trusts. Our goal is to simplify the process and help you secure the future you want for yourself and your beneficiaries. With our expertise, you’ll have a dependable partner to guide you every step of the way.
Every parent wants to give their child the best start in life, and a Child Education Trust makes that goal a reality. It is a financial tool designed to set aside funds specifically for your child’s education, so you can be confident that their future is covered. From school fees to university tuition, this trust keeps money available exactly when it is needed most. Coronation Trustees help you create a trust that grows with your child. No matter what life throws your way, the education fund stays protected. With our team guiding you, you will know that your child’s dreams are backed by solid financial support, leaving you to focus on enjoying life’s moments—without the worry of how to pay for their education later.
Building wealth is only half the story. The real challenge lies in making it last for generations. Family Investment Planning helps you create a strategy that grows your assets and keeps them protected and available for future generations. At Coronation Trustees, we work closely with you to design a personalised investment plan that aligns with your family’s goals. Our expert team carefully guides you through the process, offers advice on investment opportunities, tax-efficient strategies, and ways to shield your wealth from unnecessary risks. It does not matter if it is for your children, grandchildren, or other extended family members; our ultimate goal is to help your family build a legacy that thrives over time. Let us help you create a plan that protects your wealth and keeps it working for your family, so you can rest easy knowing that your hard-earned money will continue to benefit those you care about most.
When it comes to managing valuable assets like fine art, jewellery, private jets, yachts, or exclusive real estate, proper care is key to maintaining and growing their value. Lifestyle Asset Management goes beyond ownership—it is about strategically managing these high-end possessions so they continue to appreciate in value and remain in pristine condition for future generations. We will manage each asset, bearing in mind its uniqueness.
A Power of Attorney (PoA) is an important document that grants someone you trust the authority to make decisions on your behalf. This is particularly useful in situations where you are unable to manage your affairs as a result of illness, injury, or any kind of incapacitation. With a PoA, you may specify what decisions the appointed person can make—be it managing your finances, handling property transactions, or making healthcare decisions. Coronation Trustees will guide you through the process to ensure your Power of Attorney is tailored to your needs.