Trusts

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Trusts

Client profile

Age: Couple aged 70

Occupation: Retired

Requirement: Trustee investing

Gary was able to take over our clients’ responsibilities, relieving them of the stress of acting as trustees.

We were referred to a couple who were holding money on trust for a child to receive at adulthood. The capital was an inheritance and had been placed on deposit in a building society. However, this busy couple had additional responsibilities required by law under the terms of the Trustee Act 2000 and asked Investment Choices for help.

To fulfil the terms of the Act, trustees are responsible for keeping investments under review, taking advice and paying attention to standard investment criteria. They also hold a duty not to hoard cash.

Qualified in the investment aspects of family trust planning, Gary was able to take over our clients’ responsibilities, relieving them of the stress of acting as trustees. We ensure our clients receive proper and appropriate trustee investment advice while monitoring and reviewing on a regular basis.

This does not constitute advice and should not be relied on as a recommendation.
Before making any decisions we suggest you seek professional advice.

Trusts and Tax Planning advice is not regulated by the Financial Conduct Authority.

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