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Managing investments for trusts carries important associated responsibilities, and not least the demands of the Trustee Act 2000.
In some family circumstances investments placed in trust can play a key role in maximizing assets available for subsequent generations. Planning, setting up, and managing such an investment portfolio needs experienced professional help.
We can advise trustees in many different situations on managing risk effectively, and balancing the potentially conflicting requirements of capital growth and income. We are always happy to work with your solicitors.
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Anthony Harding & Partners Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 135348
The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.