Trustee Investments - Protect and Invest

Our Trust Investment and Review Service is suitable for all kinds of trust whether it is for asset protection, clinical negligence claims, trusts for minors, inheritance tax saving trusts, and regardless of whether it is a discretionary,  interest in possession or bare/absolute trust. We have experience in dealing with many types of arrangements to cater for the simple to the most complex of scenarios.

What does the service include?

The following list outlines the main features of the service included as standard, but we will try our best to accommodate any other requirements you may have.

• Advice from a STEP affiliated adviser holding higher level Investment and Trust qualifications with both the Society of Trust and Estate Practitioners (STEP) and the Chartered Insurance Institute (CII)
  

• Formal, structured process, fully documented and recorded, to provide a complete audit trail to the trustees to help ensure compliance with their obligations
  

• An ongoing presence at trustee meetings with guidance on trust management as appropriate
  

• Full review and report of the trust's existing assets if appropriate
  

• Design and implementation of a formal investment strategy for the trust
  

• Bespoke Investment Policy Statement
  

• Ongoing investment planning and trust administration advice
  

• Tax optimisation to ensure the trust assets are invested in a tax efficient manner in line with the trustees’ requirements
  

• Regular ongoing reviews of the trust and its assets
  

• Full regular reports to the trustees and relevant information to the beneficiaries
  

• Point of contact for help and support for the trustees
  

• Full due diligence documentation to allow the trustees to demonstrate they have taken due care in appointing a professional investment adviser
  

Please  contact us if you would like a no obligation discussion about your trust, and how we may be able to assist you.

Please note, taxation and trust advice is not regulated by the Financial Services Authority.