If you are a Trustee, you will recall that you have legal responsibilities and duties to fulfill in relation to the investment of the trust funds over time.

In this specialist area, we can provide you with expert advice on investment matters and provide you with evidence to show that you as a Trustee have complied with your obligations in the following ways:

  • Provide an initial investment review and recommendation report for more straightforward or lower value trusts so that you can meet your obligations on investment matters. We can confirm whether or not the current investments and portfolio is suitably structured to give the highest probability of meeting the objectives of the trust for the various beneficiaries.
  • Provide a further detailed review, producing a comprehensive recommendation report setting our recommendations for a new investment strategy. This approach may generally be appropriate for complex, higher value or new trusts and also for any trust where the investment mix might show that you as the trustee could be challenged on whether you are meeting your investment duties with a suitable investment portfolio.
  • Provide you with a tailored ongoing review service to make sure that the investment portfolio remains suitable to meet the specific objectives of the trust including, but not limited to, making sure that the portfolio risk and return remain consistent and meets expectations.

The value of investments and the income from them may go down. You may not get back the original amount invested.

You can reach Andrew Stinchcomb at:

M: 07879 812112
T: 0117 906 9489

Chartered Financial Planner