Charities & Trusts

The Trustee Act 2000 places a number of responsibilities on trustees with regards the management of the assets under their control.

Complete the short form today to see how we can help you fulfill your obligations as trustees.

Section 4 of the Trustee Act 2000 sets out the standard investment criteria which trustees must consider, both when they are making investment decisions and also when they are reviewing investments.

We can help you to manage the potentially competing financial needs of beneficiaries and allocate the assets held under trust appropriately and then through regular reviews ensure they remain suitable.