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Shaking Hands

Our considered, expert advice will ensure both lay and professional trustees comply with their statutory duties under the Trustee Act 2000.


At the centre of our approach to trusteeship is asset allocation to spread investment risk to secure the best, most tax efficient return for beneficiaries.


We also provide a trust review service for new and existing trusts to advise on the taxation of trust assets, investment risk and asset allocation.

Trustees and trustee investment

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