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Trustee Investments

 

Client Profile
We were approached by a local firm of Solicitors who were acting as joint Trustees for a Will Trust which left a considerable sum in Trust for the benefit of the grandchildren of the deceased. The grandchildren were aged 16, 12 and 7 and will be entitled to their portion of the Trust fund on their 21st birthdays.

 

Our Approach
It was recommended that the Trust funds be invested into an insurance bond with each named beneficiary having their own allocation of units. This allowed different amounts of risk to be taken for each beneficiary due to the different timescales that the money would be invested for. It also allowed us to recommend moving into more cautious funds the closer the beneficiaries got to age 21 without affecting the investment strategy of the remaining beneficiaries.

 

The other advantages of the bond investment was that no self-assessment tax return had to be submitted each year, reducing the administration of the Trust and that at age 21 the bond segments could be assigned to the individual beneficiaries avoiding the need to encash the investment if the funds were not required at that time .

 

We then provided an annual review to ensure the investments remained suitable looking to reduce risk the closer the children got to their 21st birthdays.

Testimonials

I had a couple of pensions, which I wanted to combine. Having researched local financial advisers, it became clear Crown Wealth and Brian were highly recommended. Brian listened to what I was looking for and then made a solid recommendation. Once agreed everything was implemented as and when he said it would be. I am seeing growth over and above what was forecast and more importantly above ...

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Mr L. – Shrewsbury

I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth.  I have regular meetings with Brian and his...

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Mr Williams – Local businessman

We have been meaning to write to you for some time now to thank you for all that you did for J. over the many years you helped her. She held you in great esteem and really appreciated the open and friendly way you helped her. Thank you.

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Mr P. – Somerset

I have neither the expertise nor time to maximise my investment opportunities. To seek professional advice was the best option for my wife and for me. Brian reviewed our combined and separate assets and devised a series of investment options for our appraisal and action. Liquid assets have grown well so far.

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Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

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Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

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Mr and Mrs G. – Wolverhampton

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