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.
