Trust reviews and second opinions

The position of Trustee imposes a duty of care to manage trust assets in the best interests of the beneficiary(ies).  Our experienced advisers understand the personal liability this creates and help Trustees adhere to their responsibilities set out by the Trustee Act 2000.

By working with Trustees to identify clear goals and objectives for the Trust, we then ensure that investments are suitably diversified, the costs are not excessive, and the balance of risk and reward is appropriate for the profile agreed. 

As Independent Financial Advisers we offer impartial advice on the performance of a portfolio compared to various industry benchmarks and review the charging structure to ensure that it is suitable based on the objectives identified. 

Our experts are regularly called upon to provide a second opinion of existing investment arrangements and our input helps the Trustees demonstrate they have taken proper advice and acted reasonably.

 

 

The value of your investments can go down as well as up, so you could get back less than you invested.


Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663
www.theprivateoffice.com
enquiries@theprivateoffice.com

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting http://www.fca.org.uk/register.
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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