Protecting your assets with Trusts and effective Estate Planning

Most of the people within the UK (65%), do not have a valid will to enable them to leave their assets to the people they want to, when they die.  This leaves them vulnerable to having their: savings; investments; life insurance; pensions and property passed to bloodline family that they may not even know, or indeed like.

Trustee investments

Trustees have a duty of care under the Trustee Act 2000 to ensure that they are taking independent advice when it comes to assets they hold upon trust for beneficiaries.   When advising on and arranging investments for private clients, financial advisers are required by their regulator to take into account the client’s attitude to risk and capacity for risk. When it comes to advising on and arranging trustee investments however, trustees’ personal attitudes and capacity for risk are irrelevant, as indeed are those of the beneficiaries (who in any event are not the advisers’ clients). The trustees are the clients and they are custodians of the interests of the beneficiaries.

Trustee investments

Trustee investments

Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation