Trustee advisory services

Unlike most advisers, we’re not just interested in managing the trust investments but in helping you fulfill your role as trustee and meet your obligations and legal duties.

Trusts can be very effective in terms of tax planning and controlling how funds are managed and distributed. However being a trustee is a huge responsibility. As well as your legal duties and responsibilities there is potential for friction and conflict. We work closely with clients’ other professional advisers when setting up and reviewing trusts.

In many respects financial and investment planning for trustees is similar to personal financial planning. It’s important to consider the future impact of current decisions. Our experience and expertise combined with cash-flow modelling using sophisticated software enables us to give you confidence in the decisions you make.

Ongoing reviews are essential but in our experience often not carried out as frequently as they ought to be, not sufficiently thorough and not documented well, if at all.