Trustee investment

Being a trustee, whether it is through the will of a relative or a charity, is a potentially onerous task, as the role of a trustee carries a number of responsibilities. However, our trustee investment service* can make it interesting and relatively easy.

The duties of a trustee are governed by a mixture of statute and common law, established by various court cases. For any trustee it is worth noting that these court cases have generally arisen because the beneficiaries believe the trustees to be negligent. This is obviously a situation to be avoided.

We can help by:

  • Collecting relevant facts to understand the trusts current position and evaluating and adopting any existing arrangements.
  • Establishing the trusts financial objectives, tolerance to risk and required liquidity, balancing the interests of all beneficiaries.
  • Establishing a suitable asset allocation to match the trustees’ attitude towards investment risk.
  • Identifying the most tax efficient wrappers and construct a suitable investment portfolio.
  • Establishing any new arrangements and processing documentation.
  • Ongoing monitoring and evaluation of original investment funds and Re-Balancing of asset allocation to benchmark (at agreed intervals).
  • Providing paper trails for all of the above, protecting the interests of all of the beneficiaries, and demonstrating that the trustees are satisfying their legal and moral duties.

* The Financial Conduct Authority does not regulate Taxation and Trust Advice.