A Wealth
of Experience

Our subsidiary, Chiltern Trust Corporation Limited (CTC), is registered as a trust corporation. Our clients have the option to appoint CTC as a prospective attorney or executor alongside other attorneys/executors (typically family members). CTC does not expect to act as the sole attorney or executor but can do so in the event that other attorneys and executors cannot act.

Meet the Team

“Someone is sitting in the shade today because someone planted a tree a long time ago”

- WARREN BUFFET -

the
Attorney

A prospective attorney is appointed under a Power of Attorney to manage property and financial affairs. It can include individuals and/or a trust corporation. They become active either when the client requests it or when the client is medically certified as having lost capacity. We will only can take on prospective Property and Financial attorney roles jointly with others, usually family members. In doing so, we will collaborate closely with any appointed financial advisers, investment managers, property agents, banks, accountants, and others to manage the client’s assets and financial affairs, including tax matters. CTC will not assume attorney roles under a Health and Welfare Power of Attorney.

the
Executor

The executors are appointed under the will and can include individuals and/or a trust corporation. They have to apply for probate which requires identification, valuation of all assets and they must make inheritance tax payments. They will have access to the client’s vault of information and documents to save time, stress and professional costs.

Our Staff

Vince Whitefoord

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Andrew Twells

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Lucy Tiddy

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Elena Blair

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Attorney/Executor

Appointments

Appointing CTC as an attorney or executor should be relatively straightforward if the Core Service is already in place. Once an appointment is made, no charges will be incurred until CTC becomes active as an attorney or executor upon the client’s incapacity or death. Charges for discharging these duties will be levied by CTC on a time-cost basis.

Find out more about our services

Our Services

Elena Blair

Elena holds the MCIPD qualification and has a wealth of HR, governance and compliance experience within blue chip multinational organisations. Committed to good practice, she strives to provide pragmatic and balanced advice and has great awareness of Corporate Social Responsibility. Elena has been acting as Vince’s personal PA and ran the Board Secretariat in his previous business.

Lucy Tiddy

Lucy graduated from Manchester University and has spent most of her career in Financial Services. Her introduction to the industry was as a SIPP administrator at Legal & General, before progressing to SIPP manager responsible for implementing regulatory and tax changes. She then worked for a wealth management firm, before moving to Chalfont where she supports the Partners providing financial planning services to its clients.

Andrew Twells

Andrew has 27 years of industry experience. After graduating from Cambridge University, Andrew trained as an actuary at Barnett Waddingham LLP where he advised pension scheme trustees on funding and investment strategy and subsequently became a partner of the firm. In 2011, he became Chief Executive Officer of Barnett Waddingham Investments LLP, the firm’s wealth management subsidiary. In 2014, Barnett Waddingham Investments LLP was acquired by Whitefoord LLP. Andrew successfully integrated the business and was responsible for managing the firm’s SIPP. He subsequently served as the Firm’s Deputy CEO and was closely involved in the firm’s compliance and governance arrangements and acquisition due diligence.

Vince Whitefoord

Vince qualified as an actuary in 1979 after graduating from Liverpool University and working for Duncan C Fraser, Consulting Actuaries and Crown Life Insurance Company.He set up an actuarial firm Whitefoord & Foden which provided pension trustee, actuarial and administration services. The firm was acquired by Abbey National Bank in 1995 and continued working there for 3 years as Director, Actuarial and Consultancy and after he left as an employee, he remained as Chair of their Pension Trustee Company for 15 years. In 2000, he formed Whitefoord Wealth Management, a private client investment and advice firm, where he worked as Chief Executive Officer until 2023.