Our clients include family and professional trustees, trust corporations and court of protection deputies. And although the trusts they are responsible for often have very different objectives, the challenges that confront them are often very similar.
Whether you’re responsible for a family trust set up to look after future generations, a charitable trust or an insurance settlement resulting from a case of medical negligence, trustees are required to look ahead, often facing a similar set of questions.
We provide trustee consulting services and discretionary investment management services to help answer the difficult questions and to deliver the return that each trust needs with as little risk as possible.
How can I demonstrate that I’ve made the right decisions with respect to all beneficiaries?
Can we afford to invest ethically?
Can we make distributions to beneficiaries now, without jeopardising the future interest of a life tenant?
What level of distributions are sustainable?
What risk should we be taking, if any?
What return should we expect or be aiming for from our investments?
Can the trust meet its objectives?
Contact us to see how we can help.
+44 (0) 20 7287 2225
The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Trusts, Wills and Powers of Attorney.. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.