Trustees

Trustees and protecting your wealth for the next and future generations

Trusts have always been an important part of financial planning. They can be used to pass wealth on in families, protect assets for current and future generations, help with succession planning in businesses, and in many cases can reduce the tax paid by you or your loved ones.

Being a trustee and looking after a trust can be a big commitment though. There are many responsibilities and duties, most bound in law, and for some, the thought of looking after property on behalf of someone else, can be a daunting prospect.

How we can help

We understand Trusts are a complex area.  We’ve been working in this specialist field, helping and advising both professional and non-professional trustees for many years.

Our highly qualified and experienced planners understand the duties and responsibilities of trustees, and are able to give expert advice on trust tax planning, investment management and the passing of funds to the beneficiaries.

Whilst being a trustee can be complicated, we’re here to give you the support you need to be confident you are fulfilling the requirements of your role and working in the best interests of the trust beneficiaries.