Charity & Trustee Services

Being a trustee can be a fairly onerous task. The obligations that are placed on trustees to manage money are complex and taxing in more ways than one.

We aim to help make trustees' lives easier by providing advice on all investment and taxation aspects relating to trusts, whether these be personal trusts or charitable ones.

Our Services Include:

  • A review of the Trust Deed and investment powers, and a summary of Trustee powers and responsibilities.
  • A report on the suitability of investments to meet the requirements of the Trustee Investment Act 2000, covering such matters as suitable diversification, review schedules and tax efficiency.
  • Ongoing monitoring and reporting to the trustees to ensure the investments continue to meet the requirements of the trust goals.
  • Advice on tax efficient extraction of funds from trusts where possible.

Charities & Trustees Services

Trustee Services

Trustee Services

As a Trustee, you may be required to preserve capital for the beneficiaries, or to plan for both income and capital requirements. We can help by agreeing an appropriate investment strategy with you and constructing a tax efficient portfolio for the trust assets and then provide regular reviews to ensure that the strategy remains on track.

Charity Services

Charity Services

Charities face imperative financial decisions, balancing the need to invest appropriately but also assessing when and how to distribute assets. We can support you in developing the most tax efficient way of managing investments for the short, medium and long term in line with your needs and objectives.

"Not only is he switched on with regards to all the latest happenings in the financial world but is a genuine nice guy... A pleasure to deal with"

Terence Jones - Wirral

"Nothing is too much trouble to him. He has your interests at heart"

Mark Benson - Liverpool

"Superb service, really friendly and professional. Couldn't fault him at all"

Jackie Penny - Kent

"Sean is very knowledgeable and I would highly recommend him for your financial planning matters"

Andrew Groom - Liverpool

"I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider"

Allan & Christine Hall - Merseyside