Service Agreement


A Service Agreement is an agreement between a discretionary trust as the operator of a professional practice and the professional conducting the practice.  Such an agreement is suitable for doctors, dentists, accountants, lawyers and any other profession where the practice is operated by the individual professional who wishes to pay their discretionary trust to administer and manage the practice. 

Our document pack includes:

  • Letter of Advice and Explanation
  • Service Agreement
  • Trustee Minutes

Documents will be available on your My Account page within 3 business days unless otherwise advised.