Trustee Investment
Acting as a Trustee comes with many challenges.
The requirements of a trust may be to provide capital growth, a regular income, or a combination of both. the Trustee Act 2000 stipulates trustees who exercise a power of investment must consider the suitability of the trust’s investments in relation to the requirements of the trust. They should also consider the diversification of those investments as far as is appropriate. Trustees are also responsible for keeping the trust’s investments under review, and for considering whether and when they should be varied.
We understand this and developed our Trustee Investment Advice service to help Trustees cope with their responsibilities. We advise many trustees and will find the most tax-efficient solution and right investment mix to meet the needs of the beneficiaries.
We will review the trust fund at least annually and provide a full written report.
Increased Protection for Trustees
This service will help ensure that trustees meet the requirements of the Trustee Act 2000 whilst addressing the challenge of today’s ever-changing investment environment. It also enables Trustees to demonstrate they have sought professional advice and comply with legislation through a comprehensive audit trail.
Meeting the Needs of Beneficiaries
Our initial advice, implementation support and ongoing reviews ensure the chosen investment approach meets the needs of all beneficiaries and minimizes tax. We will ensure the investment structure is appropriate and the trust has the right blend of assets, products and tax wrappers.
Beneficiaries are more financially aware than ever and can have high expectations. Our service ensures the beneficiaries are well informed and well supported.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser, and that has proved to be the case. Matt is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years, and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability have been at the heart of the trusting relationship from which we benefit.
Matt has a very good understanding of his clients’ needs and nothing is ever too much trouble. Matt is very knowledgeable and explains everything clearly and in sufficient detail to enable an informed decision to be made. He deals with everything quickly and efficiently and responds promptly to every query. I wouldn’t hesitate to recommend Matt to anyone seeking any form of financial advice.
I was introduced to Steve in 2008. I genuinely trust and appreciate the professional advice given to me and my family. The ongoing investment and pension advice has been invaluable through the good and the bad times and I have had no hesitation in recommending Steve to family and friends.
Lync (previously operated as PWS Financial Consulting) has been our financial adviser since 2005. The team has always offered sound financial advice based on our investment objectives and personal needs. They keep in regular contact, explain our options clearly and guide us in an appropriate direction. We feel they truly care about us, our finances and our future.
Having been a client for over 20 years, I cannot recommend the firm too highly. The levels of professionalism and product knowledge are excellent. The team takes a genuine interest in client and family circumstances and provides continuity of personnel, which is crucial for client comfort. Fees are realistic and ease of consultation is made a priority. I would not hesitate to recommend their services.
Get in touch
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