Regulatory Matters

Morgan Trusts & Tax Planning Limited is a company registered in England and Wales Number 10327429 and is authorised and regulated by the Solicitors Regulation Authority.

The Rules which apply to Solicitors can be found in the Solicitors Regulation Authority Handbook at

Professional Indemnity Insurer
In accordance with the disclosure requirements of The Provision of Services Regulations 2009, our professional indemnity insurer is HDI Global Specialty SE – UK, 10 Fenchurch Street, London EC3M 3BE.

Morgan Trusts & Tax Planning Limited will always strive to provide a high-quality service for our clients.  However, should an occasion arise where you have concerns that you have been unable to resolve with the person primarily responsible for your matter, a copy of our complaints procedure is available for download by clicking here or from the Office Manager by email or by telephoning 01553 604200.