At Surrey Wealth, we fully understand the responsibilities that trustees have, including their specific their duty of care when it comes to investments.
We create lifetime solutions for each trust, whether newly established or existing by understanding the aims and objectives. Any income and capital payments to the beneficiaries can then be delivered in the most tax efficient way.
We provide a full review service for existing trusts, to establish to the suitability of the investments and the respective financial plan, in relation to the perpetuity of the trust.
Finally, we work with both lay and professional trustees, including solicitors.
Please contact us to arrange a free initial consultation to explore the options open to you.
The Financial Conduct Authority does not regulate taxation and trust advice.