We assist with building the trustee knowledge and experience needed to make good decisions about the assets in a trust, including charitable and family estate planning.
Chartered Financial Planners
Services for Trustees
Advice to help you
meet your duties.
According to the Trustee Act 2000, trustees with insufficient experience need to seek financial advice on the investments of trust funds. Here, we can assist.
For trustees we offer a dedicated service. These include helping you understand the trust deed, the role of trustees and their powers. We can guide you in identifying both named and potential beneficiaries under the trust. Our team can make investment recommendations based on the above. Finally, we provide regular reporting, monitoring and reviews to ensure good investment performance and compliance with the Trustee Act 2000.
Our aim is to simplify the process, guiding you through each step to ensure you have everything in place.
Key features & benefits
What you can expect
from our work.
We ensure the trustees maintain a suitable investment risk profile, providing bespoke advice on the use of specialist tax vehicles based on HMRC’s treatment of the trust for income tax, capital gains tax and inheritance tax purposes.
We ensure that management charges are competitive and provide value for money. We also work with a range of professional investment partners and are accustomed to providing specialist advice to trustees in conjunction with stockbrokers and discretionary fund managers to ensure the best outcome for trustees and beneficiaries.
We ensure that, where appropriate, an Investment Policy Statement is put in place. We advise and assist trustees regarding appropriate on-going performance measurement and risk management. On offer is also a programme of periodic reviews to ensure that the arrangements remain suitable going forward.
”The service you and your team provided was excellent.GJCarlise
”As always many thanks for your excellent service.PWBusiness Owner, Stockton on Tees