By using our website you agree to our use of cookies - read more...

Discretionary Trust (Existing)

Discretionary Trust (Existing)

Trust Investment had been set up in a share portfolio approximately 12 years ago, Trustees had requested that the Investments were reviewed.

Client Circumstances

  • Portfolio valued approx £500,000
  • Invested in a share portfolio
  • £350,000 held in UK shares
  • £150,000 held in Fixed Interest securities
  • Producing a natural income of approximately 2.5% (not distributed)
  • Objective is Long term Growth

Recommended Solutions

  • Review Trustees' attitude to risk
  • Review Trustee Investment Policy Statement
  • Realise existing Portfolio (phased within annual CGT allowance as necessary)
  • Invest capital into an Offshore Bond
  • Diversify portfolio over different asset classes to match Trustees' risk Profile

Benefits from advice given

  • Trustees meet their duties/responsibilities under Trustee Act 2000
  • Meets Trustees' Attitude to Risk
  • Invested in a Non income Producing Investment (no need for tax returns)
  • Significantly improved diversification of portfolio
  • Flexibility to take withdrawals as required

Talk to us now!

Call us on either - Colchester: 01206 838400 / Ipswich: 01473 259201 or

Future Servicing

We will look to carry out a regular review of your circumstances, objectives, needs and portfolio performance to ensure all arrangements continue to be suitable and advise of any changes that may be appropriate.

This example is for illustrative purposes only, based on current legislation and tax allowances. Tax rules and regulations are subject to change.

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.