To ensure that we build the right investment strategy to suit the purposes of the trust, we take time to understand the trustees’ objectives and the circumstances of the beneficiaries.
There are many factors to consider, among which we take account of the purpose behind the trust, the provisions of the trust documents, the time frame for the investments and the circumstances of the beneficiaries.
We offer an initial meeting to discuss these matters with the trustees at our expense.
Following our initial meeting, we work on the basis of a pre-agreed fee to recommend and implement an appropriate investment strategy;
For trusts that are already established, we provide a review of the existing investments, including analysis and guidance as to the suitability of the arrangements. We provide an expert opinion as to the performance, risk profile, level of diversification, effectiveness of the taxation vehicles used and the level of management charges.
Working on the basis of a fixed fee, we will report to the trustees following our review and advise as to any action which may be required to ensure the efficient operation of the trust.
Trust investment is a specialist area of advice. Iain Andrews, Director of Thomas Westcott Chartered Financial Planners, has served a wide range of new, experienced, professional and charitable trustees for many years. Among his professional memberships, Iain is a qualified member of the Society of Trust and Estate Practitioners (STEP) and is a Chartered Financial Planner.
Iain and his team are accustomed to working with trust and probate solicitors, accountants and investment professionals to ensure that trustees receive a comprehensive and cost effective service.