Trustee Duties 

You need to choose trustees to manage the trust. If land is to be put into trust you will need at least two trustees. You should choose someone who is not too old, who you trust to carry out your wishes and who agrees they have the time to dedicate to the work involved. Trustees can retire when they no longer wish to act, and a replacement be appointed for them.
You can decide in the trust deed who has the power to appoint a new trustee when this happens.

The duties of a trustee are fairly wide. A brief overview of their role can be summarised as the need to:HANDSHAKE

  • meet regularly to discuss issues connected to the trust and keep written records (minutes) of those meetings
  • manage the trust assets and ensure that yearly accounts are drafted.
  • invest the trust assets in accordance with the law governing this area. The trust deed can widen the powers given at law
  • make payments in accordance with the terms of the trust. Sometimes trustees have a discretion as to whether to make payments and they should ensure this discretion is exercised when dealing with distributions.
  • open the trust at the Inland Revenue, prepare yearly tax returns and pay the right amount of tax due on time
  • deal with the sale and reinvestment of the trust assets as and when necessary

You can appoint one or more of the Partners at Ridley & Hall to act as trustee(s) for your trust if you wish. Alternatively, existing trustees can appoint Ridley & Hall as agents for them to assist with their duties as summarised above, or to obtain independent advice about those duties.

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What our clients say:

  • An excellent service provided for [mother’s] Will by Jill Waddington and Ann Silver. I would have no hesitation in recommending [Ridley & Hall] and intend to use it for myself and my partner if we require any legal services in future. Thank you.

    Tuesday 15 July 2014
  • We found the service you offered excellent.  It was extremely friendly, clear and concise, and the communication was informative and speedy with a minimum of fuss.  Sympathetic in the circumstances too.  P.S. Girls on reception – totally lovely, very personable and helpful.

  • "Victoria Ridge was very patient with us as we signed the documents incorrectly initially and then took a while to send the others in. Thank you!"

    19 August 2018
  • "Helen made my making of a new will very easy. She was very understanding, because my family issues are a bit complicated and she helped me a lot. So easy to talk to. I think she is definitely in the right job and I shall recommend her."

    Wednesday 1st February 2017
  • "Cannot praise Helen Webster enough! She was very friendly and helpful."

    Monday 23rd January 2017
  • The initial appointment was excellent. We were very impressed at being able to have a home visit. Jill was clear, patient and understanding at this sensitive time.

  • "Really good person centred legal/professional support (and I’m not just saying it) That’s how I always look at service. Its lovely to see really person centred service in all areas of life/work not just care"

    7 July 2017
  • “Helen Proved to be a very friendly, competent and efficient member of your team. She dealt with our queries very professionally and showed great knowledge when preparing our wills.”

    6th December 2016
  • "Helen made the process as thorough, stress free and pleasant as possible. It was a pleasure to meet her."

    25 February 2018
  • "Helen has a pleasant manner. Made me feel relaxed."

    13 September 2018
  • "I found Miss Maude very helpful and sympathetic to my reasons for wishing to make a new will at this time."

    Wednesday 18th January 2017
  • Thank you all for your efficient services in winding up the estate of our very missed Mum and previously, the work you carried out for Mum and Dad. We would always employ Ridley & Hall if we need any legal services in future and wouldn’t hesitate to recommend you to any of our friends or familly. We will be calling into the office thank you and Anne personally. We hope you have a wonderful Christmas and wish you and your families and colleagues a very happy New Year.

    Thursday 05 December 2013
  • Quick and efficient service from a knowledgeable professional.

  • "I would like to pass on my sincere thanks to Vicky Ridge for helping my father with his Will, which required amendment. My father is very hard of hearing and the patience and helpfulness that Vicky showed to him was so gratefully received and appreciated.  Vicky also helped us to change a Deed, which again she did very promptly, but also with so much patience shown to my father. I would recommend anyone needing to draw up a Will or to amend a Will, that they contact Vicky. Wonderful lady."

    8 October 2018
  • "Jill explained everything to me and was extremely helpful and I have every confidence in her. I have also recommended her to my friend."

    30 January 2018
  • "Hilary Sisson was extremely agreeable and could not have been more helpful"

    21 April 2018
  • "Helen Webster was very helpful, patient and her clear speaking was easy to understand with my hearing problems."

    Tuesday 24th January 2017
  • I have always appreciated the professional and caring service I get, with a personal approach.

  • "Helen made what I thought was difficult, go well. Thank you."

    30 March 2018
  • "A quick line to thank you so much for the efficient and courteous way in which you handled a difficult matter for me. I could not have been happier with the way things went."

    9 August 2017
  • I was entirely satisfied with the work done on my behalf.  It was very helpful to be visited at home and Helen was pleasant, concise and efficient.

  • "Victoria is fantastic, very friendly and professional. I would recommend her services to family and friends.  Keep up the good work"

    9 June 2018
  • As always, very happy with the service from Ridley & Hall. Jill is very professional and efficient in dealing with our wills. We have recommended her to our parents.

  • “My wife and I are completely satisfied with the manner in which Jill has advised and completed our wills.  Should we require further assistance in the future we shall have no hesitation in contacting Jill. Many Thanks.”            

    Wednesday 1st March 2017
  • As always excellent service and advice, very friendly and caring atmosphere. You feel that you are being 'put first'.  

    12th September 2016
  • "It was a very positive experience. Victoria was professional but welcoming, friendly and kind. The experience was much better than I expected and not at all stressful. I wouldn’t hesitate to recommend Ridley & Hall."

    23 June 2018
  • "After the sudden passing of my late husband, my family and myself could not have wished for any better service and attention paid to us all by Victoria Ridge and other members of the wonderful team at Ridley & Hall. Excellent all round."

    22 September 2018
  • "Helen Webster has been professional throughout but also very supportive to my case. She has made contact when promised and helped me through the process to resolution. Thank you Helen"

    1 July 2018
  • "No further comments other than your service in every way has been superb. Jill Waddington has been exceptional and also the help from Ann to me."

    20 January 2018
  • Victoria Maude was very helpful, friendly and made me feel very comfortable throughout the whole time we were together making my will.

  • Excellent service, very friendly and obliging.

    Monday 04 July 2011
  • "Our meetings with Jill Waddington were very good and she was very helpful."

    12th January 2017
  • "Mrs Webster was very good at putting me at my ease. I felt confident with what she was explaining for now and future dealings. I would have no hesitation in using you again or recommending you to friends"

    30 August 2018
  • A first class service, professionally executed in an efficient and timely manner.  A perfect service – so improvements not applicable.

  • "I found Hilary very helpful. She explained everything I needed to know. My new will was ready to sign within two weeks of our first meeting. Excellent service."

    Monday 23rd January 2017
  • “To Mark and Helen, Thank you so much to you both for making all our legal needs go so smoothly! Best wishes Clare & Jane”  

    Friday 24th February 2017
  • Victoria Maude is a very pleasant young lady who dealt with me in a very friendly manner. An asset to your practice.

  • “Thank you to everyone at Ridley & Hall especially Jill Waddington and Mark Thornton for all the help and support they have given us over the last 12 months”

    19 July 2017
  • All work carried out to our complete satisfaction. Thank you.

  • "Victoria was thorough yet sensitive considering I’d just lost my husband. She made time and didn’t rush me."

    Friday 27th January 2017
  • "Victoria is very personable and has a relaxed manner with clients. She explained clearly the various options open to us."

    12 January 2018
  • A very professional yet friendly personalised service.  Excellent, thank you.

  • In the case of my friend, and now myself, total satisfaction was provided in every aspect from reception to completion. Your staff were most helpful in explaining  the best way to express my wishes in legal terms, making everything a most pleasant experience, thanks.

    Thursday 10 November 2011
  • I would like to thank the both of you for your help with this matter. I did not realise what being an executor entailed. I know that things like this are an every day part of your jobs, and probably other wills are more complex. Again, though, thank you very much.

  • "We were very pleased with the service provided albeit a couple of confusing issues – but dealt with it in a professional manner and approach, concluding well. Anne Silver very helpful! Sue on reception friendly and polite, always helpful on the phone. Jill Waddington very professional, and good understanding with client. Laura nice and polite also."

    16 September 2017
  • To all who were dealing with my mother’s estate, I just want to thank you for all the support you have given me throughout from my mother making this Will with you. It has been a very difficult situation to have been in all these years, trying to get people to listen to me but I got there in the end and you were the people who actually listened.

    Thursday 27 November 2014
  • “We all felt completely at ease during each consultation – friendly, but very professional and efficient throughout”

    Tuesday 28th June 2016
  • Being a nervous person I found Victoria to be a very nice person who made me feel at ease.

  • I found the Wills & Probate team to be very compassionate and professional. I would not hesitate in recommending your company.

    Wednesday 17 August 2011
  • "Helen Webster was friendly and helpful."

    8 July 2018
  • "Helen W proved to be a friendly, competent and efficient member of your team. She dealt with our queries very professionally and showed great knowledge when preparing our wills."

    Thursday 12th January 2017
  • "Thank you Victoria for a very helpful, friendly and professional service"

    15 June 2018
  • First class. No other word for it.

    Wednesday 11 May 2011
  • I could not have asked for better. I had just lost my husband and had not been well myself. Hilary Sisson took a load off of my mind. I was dreading the paperwork and she explained everything to me so I could understand. She was a star.

  • Victoria Maude was recommended to me by a neighbour. She has looked after my affairs since the death of my husband and has been kindness itself. I could not have wished for a better solicitor to act on my behalf.

  • I was very pleased with the service. I will be using you again for a house purchase.

  • Just to say a big thank you to Hilary for her efficiency and her kindness which was very much appreciated.

  • Dear Jill, Many Thanks for your hard work and kindness during my troubled times.  

    Friday 9th December 2016
  • "Victoria Maude was great to deal with. Very friendly and efficient."

    Friday 6th January 2017
  • Could not ask for a better service. Very competent.

  • A special thank you to Helen Webster for her compassion, understanding and very professional help in concluding our requirements during a sad and distressing time in our lives.  Also a special thank you to her colleague, Ann Silver, who was successful in sourcing unoccupied building insurance. Thank you to all at Team Ridley & Hall Just continue maintaining Ridley & Halls high standards of professionalism, integrity and expert advice which is supported with compassion, concern and genuine care.  For me, Ridley & Hall are second to none.

  • "I found Helen friendly and professional and easy to communicate with over my revised will, thank you"

    6 April 2018
  • The service I received was excellent all the way through. I will be using your service again in the future. I would recommend your service to others. Thank you again.

  • I just wanted to thank you for all the work you have done recently on behalf of me and my late mother. You activated the power of attorney my late mother had set up some years ago, you organised with a colleague the sale of her home and, latterly, you sorted out the probate on her estate. I’m hoping that I won’t have the need of your services again, in the near future anyway, but I do appreciate your expertise and the very friendly and personal way in which you have handled these matters.

  • Victoria was very professional throughout but she was also compassionate and made me feel comfortable throughout the whole experience.  She is an asset to the team.

  • This was our first time in dealing with a solicitor and we were more than satisfied with the service. Many, many thanks to all members of staff.

    Monday 20 February 2012
  • Jill was very kind and friendly making me feel at ease!

  • "Very pleased with the way everything has gone. Victoria was very helpful and professional with the way she dealt with us, and we would recommend her to our friends.  Thank you"

    17 April 2018
  • Vicky conducted herself professionally and with great care and compassion.  She was sympathetic to our needs and in what was and still is a difficult time she demonstrated real understanding and concern. You should be very proud of her.

  • Victoria made the process quite straightforward and explained everything very well.

  • "We found Jill very friendly and helpful"

    20 April 2018
  • We recently made changes to our Wills through your Huddersfield office, and we were delighted and impressed with the pleasant and efficient manner with which this was dealt by Hilary Sisson. Please extend our thanks to her. Should the need arise, we would not hesitate to use Ridley & Hall again.

    Wednesday 04 December 2013
  • "Victoria has a good friendly manner. We are very pleased with how she dealt with us and my mother-in-law"

    10 June 2018
  • "Helen was brilliant from start to finish."

    3 August 2018
  • "Your service over the last eighteen months has been exceptional especially by the wonderful attention and kindness of Jill Waddington."

    29 March 2018
  • I wish to thank you, Jill & Mark along with everyone else at Ridley & Hall who has dealt with  my Mothers case over the past months. As you can imagine the past two years have been a very emotional and stressful  period for my family  as my Mother first became ill and finally passed away. The professionalism and rapidity   we have received from yourselves has been a great help in these hard times. Personally it has left me with a very positive view of Ridley & Hall and you  will certainly be my first choice when I next require legal representation – but I’m sure you’ll forgive me  for saying I hope that time will not be too soon 😉 Again thank you all your help.

    Thursday 7th July 2016
  • Dear Jill,  Many thanks for your excellent service, you've made a difficult time a lot easier.

    Tuesday 6th December 2016
  • "Victoria Ridge was very friendly, and instantly put us at ease."

    18 July 2018
  • "Helen was fantastic. Very clear and explained everything well.  Made the whole process so easy."

    2 June 2018
  • "Jill, your speedy and efficient way of dealing with this is much appreciated."

    Thursday 13th April 2017
  • "Helen was first class, particularly dealing with the situation with my now deceased mum."

    8 March 2018
  • "Victoria was highly professional , but always warm and engaging . She acted speedily and efficiently. Great !"

    24 July 2017
  • Jill dealt with us and helped a lot by explaining clearly.  She was very kind to two old people!

  • "I would recommend Helen Webster. She is professional but at the same time puts you at ease. Doing a will when you have just lost your husband is hard, with complications in the family is not easy. Helen listened, gave me advice and answered my questions to which I’m gratefully thankful."

    9 September 2018

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