Financial planning for Trustees & Charities

We understand the challenges that trustees face in meeting the legal requirements that The Trustee Act legislation demands.

These can be varied and complex, so in order to carry out your duties effectively it is likely that you will require professional advice to support you. You need to be aware of the legislation, changes to it and how to comply with it and we are well equipped to support you with this.

As a Trustee, you may be required to preserve capital for the beneficiaries, or to plan for both income and capital requirements. We can help by agreeing an appropriate investment strategy with you and constructing a tax efficient portfolio for the trust assets and performing reviews to ensure that the strategy remains on track.

Charities face different challenges, balancing the need to invest appropriately but also assessing when and how to distribute assets. We can support you in developing the most tax efficient way of managing investments in line with your needs and objectives.

When working with trustees and charities our no surprises philosophy means that we always agree at the outset what advice and service we are able to provide and clearly explain how it is to be delivered. 


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Financial Planning
for Trustees & Charities

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