Supporting trustees
We can help ordinary people who have become trustees, as well as professional and charity trustees looking for professional investment management.
Get in touch
We can help ordinary people who have become trustees, as well as professional and charity trustees looking for professional investment management.
Get in touchUsing trusts in financial planning
Trusts help people manage wealth. We can guide you through the process.
A trust is an arrangement where you legally hand over responsibility for some or all of your assets to another person (a trustee), so they can manage them for the benefit of a third person (the beneficiary).
You may be a trustee in a friend or family member’s will. This means they are asking you to do the best financially for their beneficiaries.
We can advise you on how to invest and manage the money or assets that have been set aside in trust, for example to provide an income for a beneficiary. Money can be held in trust for a child or someone with disabilities, for instance.
Maybe you are thinking about setting up a trust to pass on wealth? Or to protect your assets?
Trusts are a useful way of passing on wealth because they remove these assets from your estate after seven years, potentially lowering any future inheritance tax bill.
We also act for trustees investing on behalf of charities to manage money used for good causes, and the receipt of donations.
Thinking about passing wealth on to the next generation?
Or maybe you are a trustee already and need help managing the investment strategy?
We can set up a trust for the benefit of your loved ones, perhaps to provide an income, as well as work with your chosen trustees to carry out your wishes.
Trustees have a duty to act in the best interests of a trust’s beneficiaries. We can help draw up an appropriate plan to guide trustees’ decisions.
Trustees must also invest with care and prudence, in line with a suitable level of risk and diversification. Our expert team can help.
Trusts can help you manage wealth. Our experts can guide new and professional trustees on goals and investments.
Knowing how to act in a beneficiary’s best interests, and in accordance with the terms of the trust, can be daunting for new trustees. Our financial planners and portfolio managers will provide clear advice and investment strategies.
We support professional trustees, especially around the execution of investment management. Our portfolio managers can meet with you regularly to review changing trust requirements, payments in or out of the trust, tax, and the investment strategy.
Charity trustees work with us to manage investments for the benefit of the charity. Our portfolio managers take into account the rules around not taking inappropriate risks with the charity’s assets, and taking special care when investing.
Things to consider when it comes to being a trustee:
Want to find out more about setting up a trust, the role of a trustee, or how we work with trustees?
For a personalised review of how we can help you with your financial planning, get in touch.
7 year rule
Exempts trusts from IHT if donor survives that time (i)
£3bn
Total income of trusts and estates in tax year ending 2022 (ii)
633,000
Number of trusts and estates registered in 2023 tax year (iii)
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
