Charities & Trusts

As a firm we are proud to have been nominated as a finalist for the STEP (The Society of Trust and Estate Practitioners) awards for six consecutive years between 2017 and 2022. These awards look to reward the highest standards of professional excellence and demonstrate our strength in this area.

We often work closely with other professionals in this field, namely solicitors and accountants, to offer a harmonised solution to clients. This can be an invaluable approach for clients ensuring the advice flows across all disciplines.

We can assist with existing trusts or the establishment of new ones of all types.

In addition, we frequently manage portfolios within Charities and Trusts.

Investment planning

We will look at investing in the most tax efficient way, using the whole of the market. We will try to source the most competitively costed product based on your objectives, size of investment and the level of service needed.

This may involve the use of a platform, which will allow access to a great number of providers’ funds, not just a single providers’ funds; opening up a wealth of options such as Managed Funds, Model Portfolio Services, Discretionary Management and Bespoke Portfolios.

The value of your investment can go down as well as up and you may not get back the full amount invested. 

The Financial Conduct Authority does not regulate solicitors, accountants, taxation and trust advice.