Trustee Investment Management
Litigation is a fact of life. As a professional or lay trustee, you are most likely to be aware of the need to take appropriate advice in relation to the investment of the trust and, of course, any taxation implications that can arise therefrom.
This can mean that you need an understanding both of the investment vehicle and the tax status of the beneficiaries whom will ulitmately benefit.
As providers of impartial advice, we substantiate our guidance with clear, concise and actionable recommendations, allowing you to carry out your functions with confidence and without the fear of litigation from disgruntled beneficiaries.
If you are a new Trustee or would like to be refreshed on your understanding of the law and your obligations, we can help by guiding you at a pace that you are comfortable with.
Give us a call
To discuss how we might be of benefit, call us direct on 0800 043 1355 for an initial discussion with a trustee adviser.
Click here to use our contact form.