Trustee Investment

Trustee Investment

Becoming a Trustee is an important responsibility, not to be undertaken lightly and certainly not without taking professional advice. There are many legal duties to uphold – not least the appropriate investment of the trust fund.

It is important to understand that Trustees’ decisions may be called into question many years down the line if the trust fund has not been suitably invested and appropriate advice has not been sought.

The Trustee Act 2000 provides guidance to Trustees on how to go about investing trust monies.

As well as the statutory duty of care towards beneficiaries, Trustees must take into account the ‘standard investment criteria’ and unless they are a fully qualified adviser themselves, they must take proper advice from a suitably qualified professional.

Our specialist advisers have years’ of experience advising Trustees and addressing the Trustees investment requirements.

Working closely with Hine Downing Solicitors if required, we have combined expertise available, on the drafting and administration of Trusts and their tax and investment implications.

If the need arises, we will work closely with your other professional advisers.

For further information please contact one of our financial planning experts Steve Bonney or Trystan Trezise (01326 319081).

Past performance is not necessarily a guide to future performance and you may get back less than your initial investment.

Trystan Trezise

HDFS Director and Independent Financial Adviser (Bsc, Msc & DipPFS)

Trystan specialises in all areas of investment / trustee investment / Inheritance Tax planning, as well as long term care planning and elderly client advice. Read more...

01326 319081

Steve Bonney

HDFS Director and Independent Financial Adviser (DipPFS, Certs CII MP & ER)

Steve specialises in all areas of investment / retirement / pension and Inheritance Tax planning, and is also qualified to advise on mortgages, equity release mortgages and life and income protection planning. Read more...

01326 319081