Trustee Investment Services
We provide specific services to Trustees assisting them to discharge their duties around financial issues.
We are able to provide a joined-up tax and financial planning service.
We have a range of services for Trustees that can help them discharge their duties and obligations. Our process starts with understanding the background to the Trust and the Trustees’ aims and objectives. Trusts often include land or other assets and our role is to understand the role these assets play within the overall investment structure.
Our process takes Trustees through a range of areas to help them understand and document the financial issues they face:
- Provide an assessment of Trustees Attitude to Risk and Capacity for Loss
- Use asset allocation models to define expected return and volatility to ensure these align
- Combine these and the Trustees’ wider aims and objectives in a Statement of Investment Principles
- Use cash flow modelling to consider the life of the Trust especially for life interests
We are able to recommend investment portfolios which are suitable to meet Trustee requirements. We normally work with discretionary fund managers and have completed due diligence and screening to allow us to meet the investment suitability requirements.
We are able to look at and provide advice on a range of tax-efficient structures for Trustees to hold investment portfolios, where appropriate.
Call us today to discuss your individual requirements on 0845 828 1000 or email one of the M&H Financial Planning team.