WhatsApp us

Trust Formation &

Administration

Secure Your Legacy
with Confidence

Schedule a free consultation to discuss how trusts can protect your assets and simplify estate management. Prefer messaging? Contact us instantly via WhatsApp.
Use Calendar to Book an Appointment
WhatsApp us

Testimonials

See what our clients say

Family Trust Client

RMI made a complex process simple and helped us protect our assets for future generations.

Estate Planning Client

Their professional and discreet advice gave us confidence that everything is handled correctly.

Family Investment Company

RMI structured our assets in a tax-efficient way and gave us peace of mind for the future.

Our Services

Watch how we can help your business

Asset Protection

Safeguarding family wealth against financial and legal risks while ensuring long-term security.

Legacy Preservation Services

Providing professional, discreet administration to protect and preserve your family’s legacy.

Bespoke Trusts & FICs

Creating tailored Trusts and Family Investment Companies designed to meet your unique goals.

Succession Planning

Facilitating smooth and tax-efficient transfer of assets across generations.

Tax Efficiency & Compliance

Balancing inheritance and estate planning with full legal and HMRC compliance.

Tools & Partnerships

Industry-leading software and professional memberships

Software

10
2
9
3
10
2
9
3

Memberships

6
4
RMI Tools & Partners
6
4
RMI Tools & Partners

Technology

11
7
8
11
8
7

Secure Your Legacy
with Confidence

Schedule a free consultation to discuss how trusts can protect your assets and simplify estate management. Prefer messaging? Contact us instantly via WhatsApp.

Use Calendar to Book an Appointment
WhatsApp us

Ready to Simplify Your Finances?

Book A Call
WhatsApp us

HMRC Registered

Officially registered with HM Revenue and Customs

IFA Member

Institue of Financial Accountants member

ACCA Qualified

Association of Chartered Certified Accountants

GDPR Compliant

Full Compliance with data protection regulations