01795 532090

Trustee Investments

With recent changes to the taxation of Trusts, there has never been a better time to review the tax efficiency and appropriateness of investments held in Trust.

The Trustee Act 2000 imparts a number of responsibilities on Trustees, including, but not limited to, the following:

  • The need to keep investments under review
  • The need to consider appropriate diversification
  • The need to consider the suitability of investments to the individual trust
  • The need to seek professional advice from a suitably qualified investment adviser.

Our knowledge of the tax aspects, along with our investment process, which can be applied as effectively to Trustee investments as it can for individuals, enables us to give clear and dependable ongoing investment advice.

Trustee Investment Review Service

We work closely with trustees providing specialist, independent advice, to help them meet their statutory duty of care under the terms of the Trustee Act 2000.

We offer a fixed cost service which covers the following trustee responsibilities in relation to investments:

  • Review
  • Diversification
  • Suitability
  • Professional advice

This is a standalone service and you do not need to appoint us as advisers on a continuing basis or use us to conduct any investment transactions, although these services are of course available on request.

The review will focus on the following factors which influence the suitability of different types of investments:

  • Nature and terms of the trust
  • Risk profile of trustees and beneficiaries
  • Underlying taxation of investments
  • Performance of different asset classes
  • Tax position of trustees and beneficiaries

Click here to view a basic example of the type of report which will we produce for the Trustees.

The cost of the service will depend on the complexity and quantity of a trust‘s investment holdings, but starts from £750.

 

Contact us

Smythe & Walter
Office 9, Brogdale Farm
Brogdale Road
Faversham
Kent ME13 8XZ

01795 532090

email:

Download a copy of our brochure

View an update from one of our investment partners

 

 

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