We can assist with the structuring of investments to achieve competing objectives of different beneficiaries or classes of beneficiaries of trusts, as well as the sound investment of the Trust Funds.
Practical assistance to Trustees includes:
- Management of competing beneficiary objectives
- Preparation and / or review of Statement of Investment Principles
- Preparation and / or review of Investment Mandates
- Separation of income and capital
- Investment for capital growth and / or income
- Tax efficiency
To find out more please get in touch to discuss our range of services and how we can best help you.
Get in touch
