Barwells experienced Independent Financial Advisers can provide the following service to Trustees to ensure compliance with the Trustee Act 2000 and to provide peace of mind: -
- Investment of the funds available in the Trust to ensure that these meet the requirements of the Standard Investment Criteria and are suitable for the terms of the Trust and the beneficiaries’ needs.
- Regular reviews of the investments to ensure compliance with Section 5 of the Act in that proper advice is obtained regarding variation of the investments having regard to the Standard Investment Criteria.
- Advising the Trustees on income tax, capital gains tax and inheritance tax issues relating to the Trust and ways of mitigating the tax liabilities.
- Assisting the Trustees with the general administration of the Trust and accountancy procedures.