Looking after investments
As a Trustee, you will likely be aware of the huge responsibility on your shoulders to look after a Trust’s investments.
It is important that Trustees seek advice to ensure they are doing the right thing and protect themselves from future claims.
We have worked with a range of charities and trusts in the past to help achieve their objectives and provide sound financial planning advice.
Trust in us
Charities and trusts come to us to discuss a number of matters requiring financial planning advice, including:
- Investing surplus charitable funds to grow their value for future
- Providing a regular income to beneficiaries in line with the Settlor’s wishes
The Trust Registration Service
The Trust Registration Service (TRS) is a government register of the beneficial ownership of trusts.
It was first set up in 2017 for trusts where the trustees became liable to pay any of the following taxes:
- Income tax
- Capital gains tax
- Inheritance tax
- Stamp Duty Land Tax (Land and Buildings Transaction Tax in Scotland / Land Transaction Tax in Wales)
- Stamp duty reserve tax
- READ MORE about the TRS