It is often the default stance for Trustees to delegate investment decisions to a stockbroker or discretionary investment manager. This has been a sensible approach for some in the past.
The world never stays still and now we believe that in order for Trustees to discharge their duties under the Trustee Act 2000 a greater number of considerations need to be addressed. It is now often not in the beneficiaries' best interests for trusts to hold stocks and shares directly.
Our Trustee Investment Service is specifically designed to help Trustees deal with this changing world. The service addresses the taxation of trust assets, the transparency and level of charges paid out, how investment risk and volatility are considered for all classes of beneficiaries and how investment decisions are made and documented.