It is important that any adviser who gives advice to trustees has a working knowledge of the Trustee Act 2000 and the very specific tax implications that apply to trust cases. Structuring an investment incorrectly in a trust environment can lead to significant tax charges, that could have been avoided.

We have extensive experience helping trustees:

• build appropriate investment portfolios for funds within discretionary trusts or funds left to minors.

• manage trusts appropriately where there is a ‘life tenant’ to ensure fair treatment between the life tenant and the ultimate beneficiaries. • ensure tax charges are kept to a minimum not only during the lifetime of the trust, but also at distribution.

• understand and meet their obligations under the Trustee Act 2000.

We would be happy to discuss any client that you think may benefit from our services. We can be contacted here.