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Investment Advice for Trustees

Investment Advice for Trustees

The burden on trustees to ensure that trusts are well managed is ever increasing. We can provide expert advice on investment strategies for trusts that take into account legislation changes as they occur.

The 2009 budget announcement of new tax rates for accumulated income in discretionary trusts effectively representing an increase of 30% in taxation on dividend income and a 25% increase in other dividend income for income in excess of £1,000 means that the investment strategy on discretionary trusts should be reviewed.

The changes not only impact on investment strategy, the Investment Policy Statement and the tax wrappers employed, but also on how income should be distributed and on the future exit strategy for the trust. As financial planners we are experts at helping clients plan ahead and our Trustee Investment Service puts our core planning skills to good use for them and the trust’s beneficiaries.

If you are a trustee and are looking for investment expertise, please contact us.
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