Countrywide Tax & Trust Reviews 

Very professional staff who guided me through a very complex and difficult process.
CTT first handled the probate process for my late wife's estate. Following grant of probate they helped me manage the Trust funds which were established in my late wife's will. Legally this was far more difficult than I had imagined.
The administrators in both the Probate Department and Trust Departments were outstanding in the way they dealt with me. I would particularly like to mention Stacey Jenkins (probate) and Sophie Higgs (trusts).
Their help and support was timely, accurate, comprehensive and professionally delivered at all times.

At the start of the process I felt that the cost was expensive. However, I now feel that it was money well spent to get things to where we are today.

Having almost concluded my dealings with Countrywide Tax and Trust, I feel sufficiently confident to leave an honest review of my experience of this company, especially Mr Hadir Ali, Senior Trust Coordinator of the Trust Management Department.
From my first contact with the Trust Administrator Robin, to the initial Zoom meeting with Hadir, I have felt confident that I would be looked after and consulted in every step of the process of the administerings of our family trust.
Hadir has listened carefully to all my concerns and advised and explained everything to me in a way that I understood with no coercion or condescension on his part. I have been kept informed every step of the way, whether by phone, or email and I have been copied into all emails sent to other agencies, ensuring we were all on the same page with the process.
Hadir is an exceptional employee of this company; I cannot praise his performance highly enough; he is a credit to the company, and more importantly to himself.
I highly recommend Countrywide Tax and Trust to everyone and will be instructing them to arrange my Lasting Power of Attorney, confident that it will be processed with the same competence and efficiency.
Hadir, thanks for all your hard work. You are a star ⭐

My contact with a trust matter was Sophie Higgs. She was always helpful and prompt in her response to any questions and was happy to explain issues I found difficult to grasp. Had no issues contacting her when I needed to.
Thank you Sophie

Chad Nagra is always helpful and answers questions
clearly and fully with no room for misunderstanding.
Highly recommended.

Service was good step by step information personal always on hand to answer questions on documents made things easy to understand firm handled everything

I found dealing with this company very frustrating, they never answered a question but always came back with a different subject.Ihad 3 different employers as my case handler, The only one who gave me answers was Hadjid Bal who did most to help. The case went on from April until December,After my solicitor sent the proceeds from the sale of my house it was 10 weeks before it was sent to me, The whole experience was very worrying, sleepless nights etc. £ 420 upfront for a zoom meeting, never again, thanks go to Hadjit Bal , He restored my faith, a credit to this company JH

I have been dealing with Countrywide Tax and Trust in particular Daniil Jevdokimovs who has been very helpful and considerate to what was a delicate and long drawn situation. He has helped and advised on many issues I thank him for this together with his professionalism and experience. I would use Countrywide Tax and Trust again.

Member of the Countrywide organisation were helpful from start to finish of out family planning journey ..
This help to ensure family futures and also navigate probate matters also,

Kiran was excellent and patient in sorting out our trust and property affairs. The time it took and costs were our only concerns.

Initially dealing with this company was hell. They had been nominated as Executors and Trustees in a family members Will. I was passed from pillar to post and it’s taken almost 7 months to get them removed and to the tune of almost £600. So, if any of your family members are considering using their services, please make sure they have done their due diligence!

Their only saving grace was Robin in their Trust department - finally we had some continuity with the case, they worked hard to make sure the process was easy as possible, if we had been allocated Robin at the start then this whole review might have been completely different. Can’t thank you enough - hopefully this will be fed back!

Having had varied experiences in the past, my case has now been managed by Kajal who has been really ‘on the ball.’
She has really worked hard to resolve a complex situation, which was not of her making, in a fair and efficient way.
I have spoken to a financial advisor who holds the same viewpoint as myself regarding Kajal.
I have every confidence in her, hence my revised opinion of Countrywide.

I dealt with George Mathison all the way through, he was totally accommodating in every aspect and nothing was to much trouble.
Thank you again George for your professionalism and kindness

I would highly recommend Chad Nagra who is CTT's Probate Lead . He provides excellent support and clarity in his advice , always highly responsive and pro- active in the support he gives . All my experiences with Chad have been excellent .

Cannot praise the Probate team enough. The company is so lucky to have Chad he is fantastic. Following an unexpected death Chad explained everything to me- what would happen next, what to expect etc. He has answered my calls and emails without hesitation. Karen handled the case professionally but was so kind and always available to chat if I had a question. Sonbol picked up the caseload towards the end and again was always efficient and professional. Everyone (especially Stacey) in Probate have gone above and beyond to help. Thank you so much. If I had any negative experience it was the delay for meetings(8-9 weeks) but once meetings took place it moved quickly. Thank you to the team for your support at a difficult time. Chad really is an asset to the company.

My mother was badly advised to set up a family trust in 2013 following the death of my father and put her family home into trust along with a sum of money to protect it from potential care home costs. She has recently moved house and given that a trust does not protect from it being used to pay for care home decided to dissolve the Trust. Countrywide has missed essential deadlines to release her money and we are constantly fobbed off that documents are in the post - they send them to the wrong address twice, do not explain the process or any of the costs despite being asked repeatedly by email and by phone. We told countrywide what we wished to do back in April and it is now mid October. They did send out one document - very late but it only covered a fraction of the process rather than sorting it all out efficiently. They obviously want to hang on to everyone's money as long as possible and employ some very smooth talking Admin to gloss over their failings - it is impossible to speak to anyone who is able to action anything. I submitted a complaint and they have smugly informed me they are not regulated by an ombudsman!!!!

Chad Nagra represented the Probate Department of Countrywide really well.He gave timely responses, was helpful and supportive and followed through on promises. He has excellent interpersonal skills and is able to predict and carry out actions that will make customers feel safe and valued. Paris Hollingsworth also offered prompt responses and help when needed. I have received consistently high quality support from Chad and Paris over a number of months.

Their customer service is appalling. I have been trying to get the charge that was placed on my father’s property released since March. They have failed to respond to my probate lawyer’s requests for information. They failed to communicate with the executors to advise that they were waiting for a copy of the will (which their company arranged)! We are hoping to exchange and complete this week and even though they have all of the information that they need; no one can advise me when this will be dealt with. Having a trust is supposed to provide peace of mind and, in my limited experience of speaking directly with this company, this is the complete opposite. I would NEVER recommend anyone deal with this company whatsoever.

I didn’t even want to give 1 star!
We have been trying to remove our property from a living trust with Countrywide Tax & Trust for over 4 months as we are now wanting to move house. We regretfully didn’t realise what the implications were when this was sold to us! In the first place we feel that we were persuaded into putting our house into a living trust when all we originally applied for was a simple will from Legacy, all of which cost thousands £s. They said it would benefit us in the long term. We want to move and can’t until our house is taken out of the trust and again it will cost us over a thousand to reverse it!
Their communication is appalling, we have supplied details and everything they require but nothing happens. Our case handler is never available so we requested a call from the big boss! Watch this space!

UPDATE:
WE HAD A REPLY BELOW, BUT STILL NO PHONE CALL OR CONTACT AS PROMISED!!!

UPDATE 2:
Well what can I say but total incompetence, documents eventually received but they were incorrect, one document missing and a literal error in one of the paragraphs. Now waiting for correct documents.
We wanted an invoice and after 4 attempts for them to send one, we still haven’t received it! Every email contained a blank attachment!
We were told the amount on an email and now our bill is about £650+ more than we were quoted back in July 2025. I have requested a complete breakdown of the costs. Still no reply!

Had to contact Countrywide to help me with a task. I was lucky enough to have Sophie Higgs as my advisor on this matter who kept me in the know at all stages and if she said she would do something it was done, promptly and professionally. Although things did take longer than I expected and I a few hoops to go through everything was sorted, thank you Sophie for your help and support.
Kind regards
D Joll.

My family and I sadly had a sudden bereavement. Countrywide was who my late uncle entrusted to carry out his will once he passed. As with any loss, it was a very difficult time for the whole family and with it being so sudden there was a lot of moving parts.

Having never personally navigated through the legal process after a losing a loved one, it was a very daunting task that I knew very little about, never mind where to start.

Countrywide was there from start to finish and handled everything with confidence and care and kept me updated throughout the whole process.

Paris, who was dealing with my case was an absolute God send and made a difficult time, more manageable and took a LOT of stress and worry away from my family and I which I will forever be grateful for.

Genuinely outstanding support throughout the whole process and perfectly handled.

Thank you,

Richard.