Trustee Responsibility

Make the most of your trust assets.

Trustee Responsibilities

You may be a solicitor acting on behalf of a trust or a lay trustee acting for a friend or family member.

The introduction of the Trustee Act 2000 made seeking investment advice on trustee investments advisable. The Act places a statutory duty of care on all trustees to look after the best interests of beneficiaries but offers wider investment powers in order to do so. Trustees need to be proactive in the selection and review of trustee investments.

We can offer professional and lay trustees investment advice and guidance on:

Investment objectives and policy

Investment mandates

Review current arrangements

Review investment selection and policy

Investment Advice

Sound knowledge

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.

Paul McAdam

Read Paul's story..

Take a look at Crossing Point’s leading performances

Over the past year, The Crossing Point Growth Portfolios have delivered some of the strongest results in the entire UK MPS market.

Investment Report- November 2025

Crossing Point have made several changes to the Heritage portfolios to reflect recent developments in global markets, valuations, and trade policy.

Investment market update: September 2025

There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged.