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Ben Asterley

Oct 19, 2026

8:26
Have you got any thoughts on those situations where it might be you can get some value out of having professionals involved?
8:32
Yeah, definitely.
8:33
In the few weeks I've spent at the firm already, I've seen that there's definitely instances such as complex estates where you might have assets outside of England and Wales or large taxation responsibilities such as filling out the IHT 400 and other documentation like that, where having a professional manage that for you definitely has some form of value.
8:58
Something that a lot of people aren't too aware of is the responsibility of managing estate accounts.
9:04
So this can be quite complex if you've got a lot of transactions coming in, going out on estate liabilities.
9:10
And additionally, I think accountability is something that you definitely get with professional trustees.
9:17
They're held to account by their regulatory body.

10 MINS LATER

18:58
Ben, can you think of cases where it's really not necessary at all?

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