MANAGING TRUST INVESTMENTS

By: Midas Independent Financial Planning  14/11/2012
Keywords: wealth management, investment advice, financial adviser

Managing Investments for Trustees is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of Trust Law whilst meeting the needs of the Trust..
 
We will help you to develop the best strategy for Investment Risk and use different products to reduce the effects of Trust Taxation. We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the regulations. Regular reviews of the investments will provide you with the peace of mind that your duties as a Trustee are being satisfied.

Keywords: financial adviser, Financial Investments, Financial Planning & Investments, independent financial adviser, Investing for Trustees, investment advice, wealth management,

Contact Midas Independent Financial Planning

Email

Print this page

Other products and services from Midas Independent Financial Planning

14/11/2012

MANAGING CHARITABLE INVESTMENTS

Managing Investments for Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of


14/11/2012

MITIGATING TAXATION

We will help you to minimise your taxation liabilities to ensure you pay no more tax than required.


14/11/2012

INHERITANCE TAX PLANNING

We can esure that you protect more of your capital from the Tax man and pass on more of your estate to your beneficiaries.


14/11/2012

CARE HOME FUNDING

We can guide you through the various options on protecting your capital whilst paying for your care costs.


14/11/2012

SAVINGS AND INVESTMENT PORTFOLIOS

Our strategy is to out perform the average index of performance in each sector,  this has proved to be sound practice for both building wealth and retirement planning.