Trustee Service

Making trusts compliant and effective

Trusts can be a valuable part of an investment strategy or inheritance tax plan, yet they are usually complex and it is not uncommon for people to make costly mistakes when setting them up. Or, perhaps the arrangements of a trust have simply become outdated with time.

Our qualified team is adept in dealing with all types of trusts and can provide a full, up-to-date review of your own trust to ensure it is fully compliant with the Act.

We can review the specific requirements of the trust documentation and its assets before providing trustees with an initial report detailing the trust’s compliance with the Act and any immediate or longer term action we recommend. The end result is greater clarity and peace of mind that your assets will be distributed and managed as you intend.

By conducting regular reviews of the trust’s assets and making changes based on market conditions and underlying fund performance, we can ensure a portfolio remains appropriately invested. Through careful planning and management of a portfolio, we aim to limit volatility and investment risk.

Our trustee service includes:

New Trusts

Understand the implications of the Act, what you need to do and whether an investment specialist is required.

Established Trusts

Obtain a detailed report analysing your existing investment policy and the Trust’s current position.

Ongoing Review

We help formulate a strategy for the implementation of any changes needed, involving ongoing investment reviews.

Holistic Financial Planning

Ensure that your trust strategy coincides with the bigger picture and complements your wider financial plan.

About FAS

FAS is an established Kent based financial planning practice that has been serving clients across London and the South East for almost three decades. We help clients make wise decisions about their wealth and financial future by offering professional holistic advice on tax planning, retirement, investments and much more.

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Start a conversation

Your finances are a very personal, private matter, so you need a relationship with an experienced financial planner who will instil confidence and trust. That’s why we invite you to start a conversation with us. Simply get in touch via phone or via our website contact forms, to arrange a free, no-obligation financial consultation with a member of our team.

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FAS! They are part of the family. It all began about 24 years ago at a chance meeting regarding the reinvestment of a matured policy.

We now rely on their expert up to date knowledge and sound advice for everything financial. They have organised investments, insurances, pensions, trusts and inheritance tax planning in such a way that we have been relieved of all cares or worries. Plans are in place not only for our future retirement, but for the futures of our children and grandchildren.

Our regular consultations and reviews are conveniently held in our own home, everything explained and documented in a user-friendly way. All we have to do is supply the coffee, cake and signatures (and of course the money!).

DL, Business Owner, Staines

Download our guide to wealth management…

Is your wealth eroding to unnecessary taxes and fees? Are sufficient safeguards in place to protect your estate from unnecessary investment risks? Download our free guide to find out more about our approach to wealth management here at FAS.

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Start a conversation

Discover how we can help you gain the clarity you need for your finances…

It never hurts to have a conversation. Call or email us today, to arrange a free, no-commitment consultation with our team to start getting the most out of your finances.

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Meet the team

Experienced, Chartered Financial Planners in the South East…

There is a genuine desire to help clients make the right choices, to steer them in the right direction and to provide reassurance along the way. This is what sets us apart.

Meet the team