About Us

Supporting you, when you need us most

As market leaders, we are passionate about the customer service and support we provide. We listen and offer a prompt, efficient and friendly service.

We stand out by embracing developments in technology and delivering our services in a modern, transparent way. We want to set the benchmark for excellence and go that extra mile to make that happen!

Trust Inheritance is proud to be

100% Employee Owned

This means that we are all focused on the strength and growth of the company. We have a vested interest in making improvements, ensuring that we meet our aim of delivering an outstanding customer experience every time.

Each individual has a say. This feedback is invaluable and helps to shape our company culture. We all work as a collaborative team with a clear vision and common goals, with each and every one of us giving the necessary commitment to achieving these.

What is Employee Ownership?

At its core, an Employee Ownership Trust (EOT), like ours, is a specialised form of the well-established Employee Benefit Trust (“EBT”). EOTs were established in the Finance Act 2014 as a means of promoting increased employee ownership through targeted tax benefits for both business owners and their employees. The economic contribution of employee ownership in the UK is significant, and is growing. Employee owned businesses put their people first, include them in key-decision making and the success of the company.

The WOW! Awards

The WOW! Awards are a truly unique way of raising customer service standards, improving employee engagement and bringing better results.

We pride ourselves on delivering exceptional customer services and are extremely happy to have been winners at the WOW! Awards 2015 for “Putting Customers First Award: Small Business”, finalists in 2016 for “Empowering Your People: Best Organisation”, finalists in 2017 for “Customer Experience Delivery of the Year: Small Business”, and finalists in 2018 for “Customer Commitment: Individual”.

More recently, we were crowned winners at the WOW! Awards 2023 for the prestigious “Service Excellence Award: Small Business”. To be in the running for this award, we had to consistently demonstrate high service delivery levels throughout the year. We always try to go the extra mile, a fundamental philosophy of our business culture, and for this to be recognised at the WOW! Awards was incredibly rewarding for the Trust Inheritance Team.

Our Awards

The WOW! Awards

Winner 2023

Service Excellence Award: Small Business

Finalists 2018

Customer Commitment WOW! Awards Finalist 2018: Individual

Finalists 2017

Customer Experience Delivery of the Year Award: Small Business

Finalists 2016

Empowering Your People: Best Organisation

Winner 2015

Putting Customers First Award: Small Business

UK Customer Satisfaction Awards

Finalists 2016

Capita Customer Satisfaction Innovation Award

Finalists 2016

Auto Windscreens Customer Service Strategic Leadership Award

Supporting you for nearly 30 years

Team Trust Inheritance

Here at Trust Inheritance, we are like a family. We have been looking after customers since 1990, when we were known as Personal Estate Planning (Legal Services) Limited; and are lucky to say we enjoy our work and working with each other. The ethos that customer service is a journey, not a destination, comes from every one of us wanting to give the highest quality support we can so that customers feel part of our extended family.

A Safe Choice

Our status as a Trust Corporation means we have to meet some very high standards. We make sure we have the correct Professional Indemnity Insurance and have an excellent claims history.

Through our desire to give affordable and jargon free legal advice, we embrace our membership to the Society of Will Writers (SWW) and employ SRA (Solicitors Regulation Authority), regulated solicitors. Although Trust Inheritance itself is not regulated, we run as a legal consultancy and give bespoke advice on all life planning and bereavement legal services.

Not only that, but we believe training and continuing professional development is key in providing our award-winning customer services.

Our Customer Care Mandate details our promise to you as a customer.

A Safe Choice

Case Study

How we helped Tina

We are proud to have been able to support thousands of people, at what can be one of the worst moments in a persons’ life. Watch Tina’s story and find out how we helped her after her partner of 22 years died suddenly.

In Partnership With

Customers are at the heart of all the policies, procedures and service levels we set. We make sure that from telephone conversations and email newsletters, to digital services; we provide the best experience we can.

Sometimes we ask specialist companies to help us continue our award-winning service to you. By working in partnership, we can provide extra Legal, Bereavement and Digital services, at the high standards you deserve.

Get in Touch

Have a question? Need some help? We are happy to go through any queries you may have. Call, email or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.