Trustee Services
Here are some of the areas where I can support you. Every client’s situation is unique, and by combining my expertise with a strong network of professional connections, we’ll work together to achieve your financial goals with clarity and confidence.
Investment Management
Your investments should grow with confidence and clarity. Working with a dedicated team, I review markets and portfolio performance monthly to ensure your strategy reflects current economic conditions. Your plan is built around your goals and your individual attitude to risk — because true growth only matters if it feels right for you.
Tax Planning
Together we can agree on a suitable investment wrapper within the Trust to manage the tax efficiency, maximising the growth of the Trust assets.
Risk Warnings
Tax planning is not regulated by the financial conduct authority.
The value of investments and income from them may go down. You may not get back the original amount invested.
Intergenerational Planning
There are many types of Trusts available to you. I can advise on the most appropriate for your needs, ensuring you have a balance between efficiency and control.
Bank Account Setups
A challenge for Trustees can be setting up a Trust Bank Account. I can assist with this, taking away the stress for you.
Cash Management
I can help you manage your savings more effectively, from maximising interest rates to spreading funds across banks to protect them under FSCS rules. This way, your cash works harder for you while staying safe.