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Trustee Responsibility

Make the most of your trust assets.

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Trustee Responsibility

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

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Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Financial News & Investment Views from our blog | Read More

19 April 2019

Trustee Responsibility

Make the most of your trust assets.

Trustee Responsibilities