Looking after investments

As a Trustee, you will likely be aware of the huge responsibility on your shoulders to look after a Trust’s investments.

It is important that Trustees seek advice to ensure they are doing the right thing and protect themselves from future claims.

We have worked with a range of charities and trusts in the past to help achieve their objectives and provide sound financial planning advice.

Trust in us

Charities and trusts come to us to discuss a number of matters requiring financial planning advice, including:

  • Investing surplus charitable funds to grow their value for future
  • Providing a regular income to beneficiaries in line with the Settlor’s wishes

The Trust Registration Service

The Trust Registration Service (TRS) is a government register of the beneficial ownership of trusts.

It was first set up in 2017 for trusts where the trustees became liable to pay any of the following taxes:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Stamp Duty Land Tax (Land and Buildings Transaction Tax in Scotland / Land Transaction Tax in Wales)
  • Stamp duty reserve tax
  • READ MORE about the TRS

Certain trusts must register with HMRC by 1 September 2022, if they were in existence on or after 6 October 2020.

Read More