Trustees are appointed to manage money that’s been set aside in a trust for another person or group of people.
Investing as a trustee can be a daunting prospect, especially for those with little or no knowledge of investing.
You may be required to balance a portfolio in order to take care of different classes of beneficiaries; you certainly have to be aware of the requirements of the Trustee Act 2000 and ensure that any trust investment is suitable and kept under review. As a trustee, you may be required to take investment advice and to regularly assess the portfolio’s continuing effectiveness.
We can help in the following ways:
- Advice on the construction of the trust’s investment portfolios: Working with your other professional advisers, we can ensure that the trust’s assets are suitably invested to meet the objectives of the trust, so that you can carry out your duties as a trustee.
- Review of existing trust investment portfolios: We will firstly appraise an existing portfolio to ensure that it meets the requirements of the trust deed. Where necessary, we make appropriate recommendations for changes within the portfolio, and ensure that the trust invests in appropriate investments.
- Investment tax planning within trusts: If you already act as a trustee, you will be aware that a trust is taxed differently from an individual or company. It is important, therefore, to ensure that taxation has been taken into account when the trust makes investments. We will assist you in ensuring that the trust takes maximum advantage of its tax position.
Are you looking for support to manage your responsibilities as a trustee? Get in touch for a no-obligation consultation at our expense.
I first met Anthony Kynaston some 13 years ago, when I sought advice regarding an inheritance from my late parents. He immediately impressed me with his friendly, calm, clear and professional manner, ascertaining my individual needs. Tony has since then continued to advise, plan and manage my financial affairs. This includes advice on my Buy to Let property and pension needs. He and his colleagues are always available to assist with any queries I may have. As a result, I can relax and now enjoy my retirement, leaving the complexities of financial management in their safe hands.
Ash-Ridge has been advising me for over 25 years. I have seen a very significant increase in the value of my portfolios over the years and have been very impressed by their professionalism, attention to detail, hands on management and care. I have been thoroughly pleased with the service so far.
Ash-Ridge has provided myself and my family with friendly, professional financial advice for many years. I find them trustworthy and reliable, and would not hesitate to recommend them.
I have been working with Tony and Andrew at Ash-Ridge to manage my financial affairs for several turbulent years since 2007. They have supported me with a variety of significant decisions and administration relating to pensions and investments while dealing with ever-changing circumstances as I moved into retirement. I am very happy to work with them, and to recommend their services.
Ash-Ridge have been managing my personal pension investment portfolio for two years. I can say that I am absolutely delighted with the professional way they have handled my assets offering solid and independent advice which has been prudent and reliable. Dealing with an experienced team with first class communication and speed of response when advice is required. They are a pleasure to deal with.
Sophie and I just wanted to thank you again for all your help in remortgaging. As ever, the service was superb and efficient, we will of course be coming back!
We have been using Jane at Ash-Ridge for the last 10 years, which literally speaks volumes for the service we receive. Jane’s honest and straightforward approach is a key part in ensuring we get the deal that is best for us. She is swift and always keeps us updated throughout the entire process whilst allowing us sufficient time to make a final decision. Jane is a first class mortgage adviser and I would recommend her to anyone seeking mortgage or financial advice.