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Trust Services


We are often approached by professional and non-professional trustees to assist them in understanding and meeting their responsibilities, particularly in relation to the Trustee Act 2000.

Trustees have strict legal obligations and must seek advice to ensure that they are suitably managing the trust’s property and investments for the sake of its current and future beneficiaries.

Trusts have their own taxation rates and must complete their own tax returns, should their assets produce an income or realise a capital gain.  Trustees must also take account of the beneficiary’s own tax status when distributing income, to ensure that this is done in the most tax-efficient manner.

Call us now on 0116 253 5600 to speak to a Trust-qualified and experienced Independent Financial Adviser.

Balancing the need for income and growth is not something any trustee should attempt without professional advice.  In fact, the Trustee Act 2000 imposed specific duties in relation to the management of investments including the right (unless expressly prohibited by the trust deed) to invest in any asset a reasonable prudent man would consider for his own investments.

The Act placed a duty on trustees to take proper professional advice appropriate with the nature and value of the trust fund. Failure to obtain appropriate advice can leave trustees liable for reimbursing the beneficiaries from their own finances years down the line.

If you are concerned about your duties to invest the trust assets, but are uncomfortable with the investment risk that entails, we have specialised solutions which can mitigate the risks and provide capital or income guarantees.

We can even structure the investments in a tax-efficient manner so that distributions are not classed as income and no ongoing accounting is required.

To discuss how we can protect you, the trust and its beneficiaries, please call us on 0116 253 5600 or complete the enquiry form.

Trusts and trust planning are not regulated by the Financial Conduct Authority. Tax treatment is based on individual circumstances and may be subject to change in the future.