The Core Service
A Financial Spring-Clean

We gather and securely store details of all our client’s financial and lifestyle arrangements in an electronic vault. We do all the heavy lifting, gathering the documents and information, uploading and storing them.  We have a rigorous process which ensures everything an attorney or executor might need will be ready to hand.  Our client also has access and can upload and update the information in the vault and even delegate access to other family members, such as a spouse or children.
A secure and digital vault protecting all of our clients valuable information and data

“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”

- SUZE ORMAN -

The information stored will include everything an attorney or executor needs to act, such as details of financial service providers and records of gifts made. We also store information that a surviving spouse or beneficiaries may require, such as details of key service providers.

An organised filing system both digital and analogue
A busy landscape of clients and CCO employees communicating and having meetings about virtually and digitally

The initial service and regular updates will be provided personally, with support available by phone, video call, and in person.

Preparing Inheritance Tax and Estate Tax Returns can be costly and risky for executors if information is difficult to locate. Our Core Service is designed to ensure our clients’ executors are as informed and prepared as possible, making the probate and estate management process as efficient as possible. We will work closely with the family’s chosen probate practitioner, giving our clients’ executors much greater control over costs and timelines.
Bespoke Concierge Services.

Chiltern corporation carefully analysing a clients spreadsheet for their digital vault

“Life is easy to chronicle but bewildering to practice”

- E.M FORSTER -

Bespoke Concierge
Managing day to day life

Bank Account
Management

Bill and invoice payment, setting up standing orders, and transferring money between accounts. We will arrange with a private bank to operate client bank accounts with two-person sign-off for security and complete visibility to the client.

a woman sitting on an enlarged bank cheque, managing her day-to-day finances
Analysis on a younger clients portfolio in a meeting with Chiltern Staff

Assistance with
Budgeting & Cash Flow

Regular reviews of spending and credit card statements to help clients stay on top of their income and expenses.

Diary
Management

Keeping track of insurance renewals for properties, vehicles, and chattels, as well as utility renewals, to ensure they are completed on time and providers are reviewed if desired.

A calendar with multiple dates marked and checked off, showing a clients busy life schedule
a man and a woman doing online filing and searching for best attorney & executor options

Ongoing
Collection of Information

Gathering tax certificates and other necessary documentation to provide to the client’s tax adviser at year-end.

Property
Management

Similar support for managing second properties and rental properties.

A women showing someone a potential property to buy and add to their portfolio

“Let’s choose executors and talk of wills”

- WILLIAM SHAKESPEARE -

Trust Corporation
Services

A Trust Corporation acting as Executor and Attorney for a family

Attorney & Executor

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.

Trust Corporation

Please get in touch to discuss your needs

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.