Trustees and Charities

From long working experience, we have developed a flexible approach to providing advice and support for Trustees and Charities in a wide range of circumstances.

These include inheritance (with related planning exercises), personal injury and vulnerable person situations – and charity Trustees with investment and beneficiary responsibilities.

The value of investments can fall as well as rise. You may get back less than you invested.

Tax Treatment varies according to individual circumstances and is subject to change.

Trustee Charity Risk

Where appropriate, we will review obligations and requirements under the Trustee Act 2000 to ensure objectives, risk profile and maximised efficiencies are correctly aligned for the benefit of current and future beneficiaries.

In all circumstances for Trustees, changes to tax rates and rules, and the effects the changes can have on an existing investment profile, can be important factors that need appropriate consideration and review.

A free initial discussion is always available – we will be happy to see if we can be of help.

The Financial Conduct Authority does not regulate on Estate and Inheritance Tax Planning.

Refreshingly Individual, Reassuringly Professional