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Trustee & Charity Investments

We have specialists who are affiliated members of the Society of Trusts and Estate Practitioners (STEP) and understand the particular issues associated with these potentially complex areas.

Our advice is informed by the requirements of The Trustee Act 2000, including the duties and obligations of the trustees and their need to seek “proper” advice and review investments.


Ethical & Socially Responsible Investment Strategies

We can also advise trustees on a structure of financial investments that take account of the trust or charity’s values and ethos.

This allows the trustees to be in a position to justify why it is in the best interests to invest in this way, particularly if the investment approach way may lead to financial detriment or lower rate of return.