Our service draws on many years of experience and know-how in supporting trustees and attorneys in situations of varying levels of complexity. We pride ourselves on demystifying the complex and focusing on what really matters, bridging a gap between wealth
management, legal and tax advice.
While we always tailor our service to the specific needs and requirements of the client, our main areas of expertise are….
Guidance on understanding the trust instrument or attorney document – what does it really mean?
Guidance on risk profiling – who’s risk profile and what aspects should you be considering?
Guidance on trust distributions – what are the implications of a distribution and how can you ensure alignment with the trust instrument?
Guidance on drafting an Investment Policy Statement (IPS). An IPS is good practice even where it is not a legal requirement. What should you include?
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Guidance on tax aspects to consider, in conjunction with your accountant, as trust tax gets complicated!
Guidance on the growing trust regulatory requirements including the TRS, FATCA and CRS.
We can offer guidance on appointing an attorney or trustee.
If you are a trustee or an attorney please contact us to explore how we might be able to help you navigate the range of responsibilities in fulfilling your role.
I am an Affiliate of the Society of Trustee and Estate Practitioners (STEP), and hold various other professional qualifications, including the Chartered Institute of Bankers Trustee Diploma and the Chartered Insurance Institute Chartered Financial Planner qualification. Clients benefit from the harnessing of a unique blend of professional qualifications and in depth practical experience accumulated over many years.
At the centre of my professional career has always been, and remains, delivering a professional and caring service to clients who are often dealing with unfamiliar and perhaps daunting situations.
I recognise that every client is unique and am therefore committed to bespoke rather than ‘off the shelf’ solutions.
