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Investing as a Trustee can be a daunting prospect.

You may have to balance a portfolio to take care of different classes of beneficiaries. You certainly have to be aware of the requirements of the Trustee Act 2000 - this will mean that any Trust investment is suitable and kept under review. As a Trustee, you will be required to take investment advice and then regularly review the investment portfolio that you are responsible for.

This does not need to be daunting, as we can help you in the following ways:

Advice on the construction of Trust investment portfolios

Working with your other professional advisers, we can ensure that the Trust's assets are invested to ensure that the objectives of the Trust are met and you carry out your duties as a Trustee.

Review of existing Trust investment portfolios

We can appraise an existing portfolio to ensure that it meets the requirements of the Trust deed. Where necessary we can make appropriate recommendations for changes within the portfolio, to ensure that the Trust invests in the right type of investments.

Investment tax planning within Trusts

If you already act as a Trustee, you will be aware that a Trust is taxed differently from an individual or company. It is important, therefore, to ensure that taxation has been taken into account when the Trust makes investments. We can assist to make sure that the Trust takes maximum advantage of its tax position.

If you need advice in this area, then contact us by email or telephone us on 01245 392 900.

11:55 pm on Tuesday, 25th June, 2024

CALL US TODAY ON 01245 392 900