Trustee Investment

Trustee Investment

We have a great deal of experience in this field and our team holds specialist qualifications, including Membership of the Society of Trust & Estate Practitioners.

Key Contact

Chris Hill
Director – Chartered Financial Planner

01626 242501
07458 062360
[email protected]

Get in Touch

Chris Hill

Trustee Investment

The Trustee Act 2000 imposes various, quite onerous duties upon trustees, including a statutory duty of care to obtain and consider proper advice when making trust investments and keeping them under regular review.

Trustees must also specifically have regard to the need to diversify investments and to ensure that investments are “suitable” to the terms and objectives of the trust. They must also periodically review investments.

Trustees also have to pay particular attention to the risk profile of investments: different forms of trust have different tax implications, some of which can be relatively complex and expensive. Every trust will also have its own particular set of rules and its own particular set of beneficiaries, the need for liquidity and the needs and rights of each beneficiary can vary dramatically.

Simply put, therefore, a trust investment strategy can be quite complicated – often best served by securing expert and independent advice.

We have a great deal of experience in this field and our team holds specialist qualifications, including Membership of the Society of Trust & Estate Practitioners. The range of investment managers we work with enables us to establish an appropriate strategy for any form of trust.

For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 242500 or email [email protected].

WBW Chartered Financial Planners is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE. Registered in England and Wales.

Trustee Investment

Key Contact

Chris Hill
Director – Chartered Financial Planner

01626 242501
07458 062360
[email protected]

Get in Touch

Chris Hill

Contact Us Today

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