ProTrust Consulting
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ProTrust Consulting Documentation Folder
Robert Cartmell is a new member to our Prosper Club business network and owns an established and experienced firm of experts specialising in Wills, Trusts and Estates.
His company, ProTrust Consulting Limited (https://protrustconsulting.co.uk), provides an advice service to families wishing to preserve their wealth and inheritance. And, these days, with the average house price in Southern England in the region of £450,000, it is very easy for them to fall into the £325,000 Inheritance Tax threshold. So almost all members of society with property and assets need care and legal advice.
Since the Wills, Lasting Powers of Attorney and Trusts carry a significant amount of paperwork, it makes sense to preserve this ‘analogue’ material within a stout wallet to preserve it in a filing cabinet or desk so that, in many years time, it can be easily accessed and read by the estates’ successors.
Digital preservation is all very well, but if passwords are lost, websites disappear and sudden tragic events happen, disputes can arise, sibling rivalries surface and in the worst case, the families’ could lose out to Government Tax Laws.
Equinox Partners produced this sturdy printed folder for ProTrust’s documentation, with separate bright ‘valuable documentation’ stickers, so that vital advice is preserved to ensure smooth Will-Estate transition and that the correct beneficiaries receive assets in the optimum manner.
Equinox Partners were pleased to develop some suggestions for improving the Reception area at ProTrust’s offices in Aylesbury. It makes the visit so much more professional in appearance for clients when they come for consultations – adding confidence to the business and to the staff.
The linkage to the image used on the folders, also developed by Equinox Partners, assists with the branding of the company and emphasises the importance of the designer’s role in the development of a growing business.
Since the client Robert Cartmell is a very keen golfer, the it seemed logical that a short run of UK-sourced, branded golfing umbrellas should be created for promotional purposes. Striking in its bright green with white branding, these make the ideal gift for loyal clients and colleagues on the golf course.
