Trusts financial planning

I have referred a number of Trust clients to Jonothan since 2005 and have always found him to be very knowledgeable in his area of expertise. Jonothan has a great way of putting clients at ease and the feedback I have received from the clients referred has been exceptional. I have also worked with Jonothan on particular IHT planning issues involving a crossover of our areas. I would not hesitate to seek out client referrals for Jonothan in the future.

Rachael - Associate Solicitor at Wards Solicitors dealing with Wills, Powers of Attorney, Estate Planning & Administration

Independent support with Trust planning

Financial planning on behalf of others has ethical and legal responsibilities, and legislation rightly puts significant demands on Trustees. CFS can ensure you meet all your responsibilities, helping you to invest wisely and compliantly.
The Trustee Act 2000 for England and Wales, and the subsequent Acts for Northern Ireland and Scotland, protect Trust beneficiaries and clarify the role of Trustees.

Trustees are obliged to seek professional financial advice and CFS offers experienced, independent financial planning on all areas of Trust compliance and investment strategies. With the volatile nature of markets, and a vast choice of investments now available to Trustees, we can suggest ways to spread risk and gain more consistent returns - as well as protecting these returns with efficient tax planning and regular reviews.

Furthermore, we can help you with the individual aspects of your role as a Trustee: ensuring that investment portfolios are appropriate, that changes are clearly justified and accurate records are maintained.

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