Trust Fund Management
We advise trustees and executors on the investments under their control, helping to formulate the most appropriate investment strategy. We then monitor the portfolio and produce regular reports and valuations.
The Trustee Act 2000 came into force on 1st February 2001 and has wide ranging implications for trusts and trustees in England and Wales. We have substantial experience in advising trusts and can help trustees to review their investment policies and their other obligations