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Trustee, Charity & Personal Injury Investment

The Trustees Act 2000 introduced new responsibilities for Trustees in their management of Trust assets.

Investments must be properly diversified and suitable for the circumstances of the Trust. They must be reviewed regularly and unless the Trustees possess investment expertise themselves, they must take advice from a suitably qualified person. For most Trusts, Charities and PI Litigants the appointment of a suitably qualified Financial Adviser is the best course of action for ensuring compliance with legislation and meeting the needs of the beneficiaries.

Key Skills

  • We take a holistic approach to Investment planning ensuring we have a full understanding of each Trust’s circumstances and financial position.
  • We assist the Trustees in fully understanding their current position and arrangements.
  • We consider the Trustees’ objectives and needs.
  • We consider the Trustees’ desire for access to, control, flexibility and income from capital.
  • We consider income and/or growth needs
  • We consider short term immediate expenditure needs
  • We consider the Trustees’ appetite for risk
  • We consider all non Financial Planning solutions
  • We apply a consistent approach to creating an appropriate investment strategy
  • We apply modern Portfolio Theory utilising asset allocation tools
  • We investigate the whole range of investment solutions, including Cash, UTs/OEICs, Investment Bonds, NS&I and more specialist arrangements.
  • We ensure use of most tax efficient investment wrappers where appropriate
  • We review and comment on existing financial arrangements and identify possible problems or opportunities
  • We ask questions and gather data. Years of experience of dealing with Trusts and financial institutions provide the knowledge of what questions to ask in order to get the right answers.
  • We interpret and analyse information
Budget Planner

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

Alternatively, where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.