The Benefits
Future-Proof Client Wealth—Effortlessly
Protect family legacies while generating high-value fees.
The Process
Safeguard High-Net-Worth Relationships
Keep affluent clients within your ecosystem by adding sophisticated trust solutions they’d otherwise seek elsewhere.
Setup & Training
Quick portal access plus CPD-eligible trust basics workshop.
Refer a Trust Case
Provide client objectives; we recommend structure and fixed fee.
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Deed Draft & Registration
Solicitors draft, meet with settlors, file Trust Registration Service and supply execution pack.
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Ongoing Support
Annual compliance reminders and deed maintenance, all white-labelled.
Simplify Ongoing Trust Administration
Trusts require ongoing attention—annual returns, regulatory changes and trustee responsibilities can quickly add up. LSP supports you behind the scenes with trust maintenance, filings and compliance checks, helping you offer a seamless, high-value service under your brand.
