- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Personal injury settlements
- Support for accountants
- Support for legal professionals
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TRUSTEE ACT SUPPORT
We offer a Trust review service to protect Professional, post the introduction of the Trustee Act 2000.
With the upheavals in the financial markets, it’s very important that all Trusts are visited at least annually. It is essential to avoid the scenario that a Remainderman can look back from a position in the future and argue, if no review has taken place, that he or she has suffered loss. By instructing us, we expose our Indemnity Insurance rather than yours, for the investment element in the Trust. For more details, please see our accompanying flyer.
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The value of investments and income may go down. You may not get back the original amount invested.