Trusts

As existing Trustees you are required to act in the best interests of the Trust beneficiaries and in doing so ensure that you meet your 'duty of care' obligations as laid out in the Trustee Act 2000. 

We are able to assist you so that you receive professional advice on the Trust assets so that any investments held are appropriate to the Trust needs and type.  This includes aspects of taxation and investment risk.  Taxation needs to be considered so that the Trust does not incur any unnecessary tax due to unsuitable investment structures.  Investment risk is important to make sure that the Trust assets are invested appropriately, with due consideration given to the needs of the beneficiaries in respect of when the assets may be required and the degree of investment risk that should be considered to meet the Trust objectives.

(Trusts are not regulated by the Financial Services Authority