Countrywide Tax & Trust Reviews 

My sister and I were executors on my parents estate with Countrywide as co trustees on family trusts. Dad died just after covid and frankly at that point the service from Countrywide was poor (very slow to administer everything). However, since then and after Mum died they have recovered the service and been very professional and helpful. Trusts can be very complex to understand and administer and Countrywide are no doubt experts in this field, we recently concluded everything and felt comfortable to write a very positive review. Keep up the good work. Andrew and Susan Gray.

Great service from Daniil

Really positive experience with Countrywide Tax & Trust. Daniil was friendly, knowledgeable and took the time to explain everything clearly. He was really helpful throughout and made the whole process straightforward. Would definitely recommend!

Daniel Humphriss at CTT was excellent. He was always quick to respond, on the ball and extremely informative and helpful. Experience so far with CTT has been excellent

Abl Rose was so efficient in her dealings with me. Keeping me informed at every stage of a complex process and sending updates in a timely manner.
I could not have asked for a better member of staff to take us through the process.

The experience to get the authority to sell my property held in trust was extremely quick and efficient with Daniel and the team very prompt with my enquiries and what was required and very informative about the process which was far quicker than anticipated.

My late mother‘s house was in trust with Countrywide who handled the whole process for me from Probate, Trust management and also the sale of the house. All three departments were very helpful and understanding and helped me through a very difficult time. I would just like to thank Paris from the Probate department especially, for the help and support which she gave to me - every question was answered in one telephone call which put me at ease. Every query I had with Probate was handled very efficiently by Paris I felt reassured and comforted by help and support she give to me. Overall I had a very good experience of Countrywide Tax and Trust - once again I would like to thank the whole team and especially Paris. I can highly recommend Countrywide.

My Stepmother died six years ago and we have had an awful experience with this company.

They have been unhelpful, and obstructive in this time, we have been trying to close the trust that my SM established with them for the last 5 years and they have done everything to stop us or make it exceptionally difficult.

We are currently working with a solicitor trying to close the trust that was set up with Countrywide and they simply do not reply to our solicitor, one email was sent almost a year ago asking for information on IHT so that we can finalise the trust and estate and they have simply not replied.

This is an awful company, they are deliberately unhelpful.

We have referred numerous clients to Countrywide's Conveyancing Department, and the team have been brilliant in keeping clients updated and providing support whenever required,

In particular, Chris Martin has gone above and beyond to assist, ensuring clients experience a smooth journey and providing practical solutions wherever needed. Their continued support and commitments to delivering excellent client service have been greatly appreciated. Thank you, Elyse

We recently had a very positive experience with Louie Newell and the Technical Team at CTT. He helped us with some bespoke planning and associated documentation. All of our enquiries were handled promptly and we felt well-guided throughout. Thank you to Louie and the team!

Emma had assisted me for my mums trust with so much care and respect for what I am going through. Always replying within a reasonable timeframe and answers everything clearly. Would totally recommend her to anyone and country wide should be pleased to have such a caring employee working for them.

Me and my family had a few questions about our planning. We spoke to Daniil, who was very patient and knowledgeable. He managed to answer all our questions and put us at ease. Great service overall!

Having drawn up my will with Countrywide Tax and Trust Group a while back, I recently had an online review session of my financial affairs with Will Chiles, one of their private client advisors. Will was so helpful: before our comprehensive online review session of my affairs, he had clearly studied my case in detail and had all the relevant information to hand. In the course of the session he took a lot of trouble to answer various questions I had and to explain and clarify things in plain english!

He also came up with some extremely useful and valuable suggestions as to how I might proceed with a number of variables which had arisen in my circumstances.

His approach was totally professional throughout, but with a good measure of humour too! I felt heard and supported and, above all, well advised, with a gentle offer of assistance and advice regarding the items highlighted by our session.

I can wholeheartedly recommend the Countrywide Tax and Trust Group for family estate planning and related matters and am confident that they have my best interests in mind when consulting on my financial affairs and managing my estate as executors of my will.

I unfortunately had the displeasure of dealing with this ignorant company recently. I constantly felt as if I did not matter as I was consistently ignored at every stage.

After 2 months of pain, I finally raised my concerns and was put through to the team leader of the trust management team, Dan. Frankly, I’ve never felt so patronised and belittled in my life. Frustratingly, he did agree with my concerns, but the way he went about dealing with me was so upsetting. The problem was resolved, but I actually ended up feeling worse after our interaction.

I would avoid this company at absolutely any cost.

My experience with Countrywide Tax & Trust has been excellent. They dealt with the process very quickly and professionally. Both Daniel & Deborah went above & beyond their duty, keeping me up to date and explaining all the details that arose. I will definitely be back for additional Trust plans..

Professional, helpful and knowledgeable when we needed help navigating a probate and house sale matter. Paris, Emma and Daniel were always on the ball, quick to reply and friendly. Great company to work with and I would highly recommend.

Will and Trust
The team at CTT did a great job in helping my mother with her estate planning. They were patient in their explanations of the different scenarios and the implications of each, enabling her to decide how best she wants her wishes and plans to be fulfilled. They then promptly turned around the paperwork to ensure it accurately reflected her wishes.

Daniel was very helpful throughout the final stages of my trust matter. He kept me updated, responded promptly to queries and helped move the trustee resolution, loan documentation and eventual payment through to completion while my usual contact was away. I appreciated his communication and assistance in getting everything finalised.

We have been dealing with a lady called Sophie Higgs in the Trust department who has been incredibly helpful and resolved the issues that we had experienced earlier. She has ensured that the work required has been done efficiently and has communicated/responded to all our queries (which were many). We really appreciate all her help to get things done.

Recently withdrawn our Trust as the customer service been terrible. With their sister company Legacy Wills they have been very hard work. Long delays re communication. Paper work taking weeks/months. Speak to different people all the time and put on hold so they can find info. Messages not passed on especially when I moved out. Extra costs incurred. All this not explained in 2021 and I have been very stressed out. Errors on forms evident. I'm at the moment reporting to FCA because of the disgusting customer care and the whole process.
Would advise anyone to think twice before using this company. It is now 2026 and hopefully can conclude this horrible last few years.