Trustees and Charity Investors

‘I know as a Trustee that I have a responsibility to review the funds under my care annually, but how do I do this?’

It can be daunting acting as a Trustee- whether for a family Will Trust or on behalf of a charity. We have long experience of advising Trustees and helping them ensure that the requirements of the Trustee Act 2000 are met in full. 

In the case of a charity, we can help you as Trustees have confidence that any funds are invested in a way which meets with the aims and objectives of the Charity.

In the case of a family Trustee it can be tricky to comply with the requirements of the Act and also ensure that the Settlor’s wishes are met. We provide the regular reporting that is needed for any Remaindermen and will meet with you regularly to ensure continued compliance.

Call us on 01903 882007 or

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

Call us now on 01903 882007

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