Financial Advice For Trusts Trustees And Attorneys

Financial Advice for Trusts, Trustees and Attorneys

Our approach is simple, we create strategies, structures and investments to help ensure trustees and attorneys meet their legal duty of care obligations.

Our advice and comprehensive service is designed to take the worry away from your legal obligations and provide advice for trustees and attorneys to improve investment returns and reduce all taxes and costs.

We have a wealth of experience in working with trustees and attorneys, providing a comprehensive service designed to create a bespoke financial planning strategy, to help them meet their legal duties of care.

Our services

Savings and Investment Planning

Investing savings for growth, income or both
Existing investment review service
Investment analysis and monitoring services
School fees planning
Planning in later life
Creating and assistance with managing trusts for families businesses

Tax Planning

We only recommend Inland Revenue approved Tax planning and reduction strategies

Income tax planning
Corporation tax planning
Business Property relief planning
Capital gains tax planning
Inheritance tax planning including trust creation
Tax efficient investments such as*: Venture Capital Trusts (VCT), Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)

Review of Your Existing Pensions and Investments Service

If your existing plans are great, we will tell you. If they are poor, we will explain the reasons why. Simply put, if your pensions or investments are managed poorly, it is unlikely you will manage to achieve the level of freedom and security you want in the future.

Retirement and Pension Planning

Pension planning including personal, SIPP’s, SASS’s
Pension lifetime allowance planning
Tapered pension allowance planning
Pension sharing and divorce
Exit strategies
Pension investment analysis and monitoring services

Protection and Insurance planning for Individuals, Shareholders, Keyperson and Group Schemes

Life cover
Critical Illness cover
Income protection

Financial Planning for "Your Tomorrow"

Many people focus on making money rather than discovering how much they actually need during the course of their lifetime. The process of financial planning helps you answer:

Where you are financially today and how do you get to where you want to be.
What advice and planning is needed to help ensure you get there.

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Past performance is not guaranteed. The value of investments can go down as well as up and you may get back less than the amount invested.

* These are generally considered higher-risk investments and may not be considered suitable for all types of investors. You could lose some or all of your capital.

The Financial Conduct Authority does not regulate Taxation and Trust advice.

Trustees and Attorneys