Being a trustee, attorney or deputy is a big responsibility.

Trusts are often seen as a complex area of financial planning; however, a trust is simply an arrangement where a person or group of people have control over assets or money. Trusts can be used to pass wealth on in families, protect assets, help with succession planning in businesses, etc. Whether you’re privileged enough to have been appointed as a trustee or are looking at setting up a trust fund yourself, you’re bound to have questions. We’re here to help you understand your responsibilities and make well-informed decisions.

We also work closely with attorneys acting under a Lasting Power of Attorney and deputies appointed by the Court of Protection.

Our highly qualified and experienced financial advisers will support you with a holistic financial plan, so you can be sure that you’re acting in the best interests of the donor at all times.

You may be thinking…

How do I know which trust is right for me?

How can I ensure that the trust’s investments align with the beneficiary’s long-term financial needs and goals?

What are the key considerations for minimising tax liabilities and maximising tax benefits for the trust and its beneficiaries?

As an attorney, how can I effectively manage the donor’s investments and assets to ensure financial stability and security?

How can I collaborate with financial advisers, tax professionals, and other relevant experts to ensure comprehensive and effective financial planning for the donor’s estate and financial affairs?

What are my key responsibilities as a trustee/attorney?

If you would like to speak to a financial adviser about any of the above, please get in touch with us.

The value of investments may fall as well as rise, and you may get back less than you originally invested. Please note that the Financial Conduct Authority (FCA) does not regulate tax planning, estate planning, trusts or wills.

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