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Retirement Planning and Wealth Management in Cheadle, Cheshire

Trustee investments

Under the Trustee Act 2000 trustees have certain duties in connection with the investment of trust funds, in particular to have regard to the need for diversification as well as the suitability of any trust investments. Furthermore, they must regularly review the trust investments and in doing so they are obliged to take "appropriate adviceā€ on investment matters.

Whether you are a professional trustee or a lay trustee acting on behalf of a family member or friend getting the right type of investment advice is therefore of the utmost importance.

We have experience in helping trustees comply with their duty of care by formulating investments strategies aligned to the objectives of the trust. Once an appropriate arrangement has been put in place we will manage it on behalf of the trustees and provide regular reviews by way of a trustee meeting.

To discuss this further, please contact us.