Professional Attorney &
Executor Appointments

Chiltern Trust Corporation (CTC) can be appointed to act as your Attorney for Property and Financial Affairs and an Executor under your Will. The appointments remain dormant until you lose mental capacity or die, at which point CTC will step in to act.

“Let’s choose executors and talk of wills”

- WILLIAM SHAKESPEARE -

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.

a young couple managing their financing and using their credit cards to pay for something
an elderly couple considering the most important aspects of their retirement: wealth, assets, investments, and memories

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.

Trusted support
for your Family & Friends

CTC is normally appointed alongside other Attorneys and Executors (typically family members or close friends) but can act alone if needed in the event that the other Attorneys and Executors cannot act when required. CTC is designed to be appointed when you take out Chiltern Corporation’s Core Concierge Service, so that all of the necessary information is readily available to the Attorneys and Executors when they are needed.

A Trust Corporation acting as Executor and Attorney for a family
Elderly people with white hair knitting, meditating and playing chess with the peace of mind their affairs are in order

Providing
Peace of Mind

  • There will always be a professional Attorney or Executor
    available – individual Executors and Attorneys age and may not be able to act when the time comes.
  • Your Attorneys and Executors can “hit the ground running” with all necessary information to hand.
  • Applying for Probate will be quicker and cheaper.
  • Your Attorneys and Executors are in the “driving seat” and can more confidently manage professional costs for financial management and Estate administration.

Please contact us to find out more

Contact Us
An Icon of Elena Blair, an employee at Chiltern Corporation

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.

An Icon of Lucy Tiddy, an employee at Chiltern Corporation

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.

An Icon of Andrew Twells, A partner in Chiltern Corporation

Andrew Twells

Andrew has 28 years of industry experience. After graduating from Cambridge University, Andrew trained as an actuary at Barnett Waddingham LLP where he became a partner and advised pension scheme trustees on funding and investment strategy. In 2011, he became Chief Executive Officer of its wealth management subsidiary, Barnett Waddingham Investments LLP which was acquired by Whitefoord LLP  in 2014. Andrew successfully integrated the business and was responsible for managing the Whitefoord SIPP. He subsequently served as Deputy CEO.  Andrew was closely involved in the Whitefoord’s compliance, governance and acquisition strategy.

An Icon of Vince Whitefoord, A partner in Chiltern Corporation

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 Vince continued working there for 3 years as Director of Actuarial and Consultancy and after he left as an employee, 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.