Trustee Services – doing the right thing, at the right time, for the right reasons
Being a Trustee carries a great deal of responsibility; you are required to comply with significant obligations and duties.
Our specialists at WMG understand that sometimes this can be an onerous and time-consuming task. Our Trustee Services team have extensive knowledge and expertise in Trustee Investment planning and portfolio management. We offer sound, practical advice and support that enables you to comply with the terms of the Trust and the law regarding the administration of Trusts.
As a Trustee, you are personally responsible for all decisions you make as a Trustee. We can ensure that Trustees meetings are documented and all decisions made in a compliant manner. We have the knowledge and experience to understand the Trust’s purpose and devise an appropriate investment strategy that also considers the tax implications. An integral part of our service is to ensure that the chosen strategy is reviewed regularly to ensure it remains appropriate and relevant to the Trust’s objectives.
To learn more about how WMG can provide support to Trustees, contact us today.
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