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Trustee Investments

 

Trustees have always had a duty of care towards the trust beneficiaries. However the Trustee Act 2000  put certain duties in connection with trustee investment on statutory footing and also introduced certain duties which require trustees to be more pro-active and ensure that the duties imposed on them by law or the terms of the trust are carried out.

 

The main responsibility of trustees are:

  • A duty of care where the trustees act in the best interests of the beneficiaries and within  the terms of the trust.
  • Have regard to the standard investment criteria, which mentions that trustees should when appropriate use a spread of investments and ensure the investments are suitable and the need to produce an appropriate balance between income and capital growth to meet the needs of the trust.
  • A duty to obtain and consider proper advice and to keep the investments of the trust under review. The requirement to obtain advice does not apply if the trustees reasonably conclude that in all the circumstances it is unnecessary or inappropriate to do so. This may cover a case where, for example, the trust fund is small and the cost of advice would outweigh the benefit of it or if the trustees are suitably qualified and can provide this advice at reasonable cost.

 

Other duties can include, keeping records and accounts, investing assets in a prudent manner and distributing the trust assets when required. Our ongoing trustee service can help you ensure you meet many of your duties as a trustee.

 

Wealth Management Service

The Wealth Management Service is designed for those who require Investment management, financial planning advice and who value an ongoing service with their financial Planner.

Investment Management Service

What is your current investment strategy? How much risk are you taking? Are your investments tax efficient and how often are they reviewed? These are all questions we can help you with.

Financial Planning

Are you certain that you are on track to meet all your financial goals? We can help you make smart decisions about money that can help you achieve your goals in life.

Retirement Planning

Can I afford to retire now? What are my retirement income options? How can I pass my pension funds down to my children? These are some of the questions we can help you with.

Tax & Estate Planning

We aim to enhance your existing wealth by producing the best returns via taking an appropriate level of risk whilst minimizing the impact of taxation and helping to transfer wealth to successive generations.

Trustee Investments

We work with many trustees to ensure that suitable investments are in place and are regularly reviewed to ensure their ongoing suitability.

Long Term Care

As a member of SOLLA (Society of Later Life Advisers) we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury.

Business Planning

Many of our existing clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.

Working with other professionals

We have a network of private client lawyers, corporate lawyers and tax specialists at our disposal.

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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