For trustees
Peace of mind that the financial affairs of your trust are in order
As a trustee, you’re required to uphold various legal requirements. These can be complex, so it’s important to seek advice from an experienced professional who can advise you on the investment and administration of assets in trust.
We have a wealth of experience working with charities and trusts, providing sound financial advice, and helping our clients look after the interests of their beneficiaries.
Our services for trustees
Support and guidance
Trusts are a complex area. Our highly qualified and experienced planners understand the duties and responsibilities you face. They’ll support you in your role with expert advice on matters such as trust tax planning, investment management, and the passing of funds to beneficiaries.
Investment management
As a trustee, you may be required to preserve capital for your beneficiaries, or to plan for both income and capital requirements. We’ll help you to produce an investment strategy and construct a tax-efficient portfolio for the trust assets. We’ll then regularly review performance to ensure the strategy remains on track.
Review of existing arrangements
Receive an independent review of your financial objectives, existing investments, ongoing portfolio administration, tax arrangements, and cashflow forecasting. Gain reassurance and confidence that your investment decisions are being made in the best interests of your beneficiaries and within an acceptable level of risk.
Tax planning
As a trustee, you’re responsible for reporting and paying tax on behalf of the trust. We’ll help you understand your obligations and any exemptions and mitigations that are available. By avoiding unnecessary tax burdens, you can ensure more of the trust assets remain available for their intended purposes.
The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance.
