Specialist banking for solicitors & legal professionals

Banking designed to support legal professionals and their clients.

Cater Allen works with solicitors and law firms acting for attorneys, executors, deputies, corporate trustees and personal representatives.

We support banking arrangements linked to trusts including will trusts, discretionary trusts and personal injury trusts, as well as deputyships, estates and client matters, helping solicitors maintain control while reducing day-to-day administration.

Who is this banking designed for?

Our banking services support solicitors acting for:

attorneys and deputies

executors and personal representatives

corporate and professional trustees

clients requiring court-appointed or fiduciary oversight

law firms managing client, trust and estate-related funds

Whether you're managing a small number of matters or operating at scale, our accounts are designed to support clear governance and consistent oversight.

Supporting solicitors with day-to-day client fund management

We understand the regulatory and operational demands placed on legal professionals. Our banking helps solicitors to:

manage client, trust and deputyship funds with appropriate controls

maintain clear audit trails and visibility

support court-appointed roles such as deputies and attorneys

reduce delays during account opening and ongoing administration

meet professional and regulatory expectations with confidence

Our focus is on making banking transparent and easy to oversee.

How we support legal professionals

Online applications and tracking

Apply online for limited company, trust, pension and personal accounts, including accounts for attorneys, and track progress in one place.
Relationship support

Work with relationship teams who understands legal roles, fiduciary responsibilities and court-appointed structures, providing informed support from the outset.
Secure payment controls

Use multi-signatory and role-based authorisation through Internet Banking to support governance, internal controls and compliance requirements.
Day-to-day account oversight

Issue debit cards for deputies and attorneys where appropriate and monitor account activity to support effective oversight and control.
Strength and protection

Eligible deposits are protected by the Financial Services Compensation Scheme (FSCS), and accounts benefit from the backing of Santander UK plc.

Why solicitors choose Cater Allen

Solicitors choose Cater Allen because we offer:

banking aligned to legal and fiduciary roles

clear controls for managing client funds

online application journeys that reduce administration

relationship support from teams familiar with legal structures

the stability of a UK bank backed by a major banking group

Our role is to support solicitors in meeting their responsibilities, not to complicate them.

What our partners say

"Cater Allen have been a trusted partner for us for many years, providing trust bank accounts, trust savings accounts and a range of trust Fixed Term Deposit Accounts with competitive interest rates. They're easy to deal with and provide a high level of service - I would recommend them to other businesses."

Lisa Simpson | Trustee Accounts Specialist, Trustee Accounts

"I've worked with Cater Allen on a large number of personal injury trust bank accounts for vulnerable clients. They are my go-to provider due to the online banking facilities. The introduction of their online application process has significantly improved efficiency, and I'm hopeful this continues. The support from our dedicated relationship manager has always been friendly and responsive, making the overall process much smoother."

Stephen Farnfield | APFS, Director, Paladin Group

"We hold Cater Allen accounts for trusts that we administer, and for attorneyship and deputyship clients. We are impressed with how quick and easy it is to withdraw funds from the accounts – funds are usually received on the same day they are requested, which enables us to efficiently manage client assets. A meeting with the Relationship Support team every few months also gives us the opportunity to provide feedback or suggest ways in which the service could be further improved."

Sue Knowles | Trust Manager, Ashfords

"Cater Allen gives us the confidence that our SSAS funds are managed through a secure, well-structured banking solution backed by a team who genuinely understand the sector. Their service has made a meaningful difference to our ability to manage and administer pension schemes scheme effectively and providing clients 24/7 visibility of their SSAS bank account. I would not hesitate to recommend them to other SSAS trustees or advisers looking for a reliable and knowledgeable banking partner."

Premal Prajapati | Director, Intrusted Pensions LTD

"We have partnered with Cater Allen for SSAS accounts because they combine a genuine understanding of the SSAS market with the backing of a large banking group. We are looked after by Chris Sanderson who is always on hand with his team. Cater Allen offer true dual online authorisation whereby both the pension provider and the client need to authorise transactions, and as another differentiator they involve us in the ongoing development of their online tools."

Andrew Roberts | Head of SSAS, Barnett Waddingham LLP

"With banks shying away from trusts, it is great to be working with an experienced and professional bank. I must say your new onboarding system has made it easier for me to help clients open accounts more quickly than before."

Mark Thompson | Mark Thompson Law

"I have now submitted 3 cases on the new online system, and I have say what a game changer! It’s so easy to use and if anything is required there is a simple response task to complete where you can attach any missing documentation. I had one of my accounts open within 5 working days which is so much faster than the paper-based approach previously used and saves my time which is of course precious. The improvement is helping my business in this area so thank you for making the process so streamline and succinct."

Matthew Isaacs | Bloomfield & Associates

"Cater Allen have delivered online access for our clients as well as an online onboarding process and our clients have welcomed this modern approach to SSAS banking. They also offer various accounts with differing access and interest rates to suit our client’s needs. We would highly recommend them and look forward to building our relationship further."

Steve Hart | Morhart Pensions