Name: Crown Trustees
Address: The picture house, 307 â 315 Holdenhurst Rd, Bournemouth, Dorset BH8 8BX, United Kingdom, GB
Telephone: 202383388

Crown Trustees is a consultant, located at The picture house, 307 – 315 Holdenhurst Rd, Bournemouth, Dorset BH8 8BX, United Kingdom. They can be contacted via phone at 202383388, visit their website crowntrustees.co.uk, Facebook, or LinkedIn profile for more detailed information.

This firm is a specialist advisory and consulting organisation based in the UK, focused on supporting trusts, pension schemes, estate planning, and related governance needs. It provides services to a mix of clients including individual beneficiaries, scheme sponsors, trustees, employers, and others who require expert oversight and administration of trusts and pensions. The firm is particularly strong in areas such as trust administration, governance compliance, investment advisory work, and regulatory support.

One of its offerings is a “home protection plan”, aimed at helping homeowners safeguard their property from the risk of care‐fee liabilities. Under this plan, a homeowner may transfer a residence into a trust while retaining the right to live in it, preserving security of tenure and flexibility, including the option to move.

It also handles probate and estate administration, often acting as executor or trustee. Tasks in this domain include securing a grant of probate or letters of administration, preparing necessary tax returns with HMRC, managing or disposing of property, settling debts, and distributing assets consistent with wills or the rules of intestacy. While the firm assists with the administrative side of estates, it does not act as legal counsel on disputes.

Location :

The picture house, 307 – 315 Holdenhurst Rd, Bournemouth, Dorset BH8 8BX

Contacts :

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Added by Crown Trustees, at 12 September 2025

1. What is the purpose of setting up a trust??
A trust is a legal arrangement that allows a third party (the trustee) to hold and manage assets on behalf of beneficiaries. Trusts are often used for estate planning, protecting family wealth, managing inheritance, or planning for long-term care. They can also help reduce inheritance tax, avoid probate delays, and maintain control over how assets are distributed.
2. Can I still live in my home if I place it into a trust??
Yes, with certain types of trusts, such as a home protection trust, you can continue to live in your property as usual. You retain full rights of residence and can even move to a new property if needed, with the trust structure adjusted accordingly. This option is often used to help protect the family home from potential future care costs.
3. What does a professional trustee or advisor actually do??
A professional trustee or advisor helps ensure the trust or pension scheme is managed in line with legal, financial, and ethical responsibilities. This includes handling paperwork, liaising with HMRC, maintaining compliance, reviewing investments, and making sure beneficiaries' interests are protected. Their expertise helps reduce risks and provides peace of mind.
4. How are the fees structured for these services??
Fees are typically offered on a fixed and transparent basis, meaning you’ll know upfront what you're paying for each service. This avoids unexpected costs or hourly charges, allowing for easier budgeting and full clarity. Most services include setup, ongoing management, and annual reviews under one clear pricing plan.
5. Can this service help with probate and estate administration??
Yes, professional support is available for the full probate and estate administration process. This includes obtaining the grant of probate (or letters of administration), settling debts and taxes, managing or selling property, and distributing the estate according to the will or intestacy rules. The aim is to reduce the burden on families during a difficult time while ensuring everything is handled correctly.