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 Or, perhaps the arrangements of a trust have simply become outdated with time.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:
”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
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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.