Trustee Investment Plans & Service in East Sussex

Estate planning often involves the use of trusts to help mitigate inheritance tax and to preserve your wealth within the family.

If you are a trustee of a trust, are planning to set one up or are a recent beneficiary of a trust it is important to ensure that you have the correct financial advice and a trustee investment plan in place. The Trustee Act 2000 introduced rules covering the actions of trustees in relation to how assets are invested.

Clifford Osborne often help clients with trustee investment plans in East Sussex, specifically in Eastbourne, Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Uckfield, Tunbridge Wells, Brighton and Hove. To arrange a free initial discussion at your home, workplace or our offices contact us today.

We can help you to understand the rules covering the actions of trustees in relation to how assets are invested. Whatever method is used to create a trust the following three certainties must be present if the trust is to be valid:

  • Words or certainty of intention
  • Subject Matter must be certain
  • Objects of the Trust the beneficiary’s must be certain

When protecting your family’s wealth it is often common that you will have a family member as a trustee of your trust. However, few family trustees are aware of their full responsibilities in looking after trust money.

Trusts are frequently crested in Wills particularly where the beneficiaries are minor children who need someone to look after them financially.

Clifford Osborne Trustee Investment Service provides financial advice and trustee investment plans to trustees helping you meet all of your responsibilities.

Below is a summary of the key components you must consider:

  • Investment strategy  this will be driven by the objectives of your trust
  • Asset allocation the long term outlook of many trusts will impact on the asset classes
  • Tax wrappers opportunities to maximise tax planning within your trust
  • Monitoring and reporting trustees need to be able to evidence that they have a clear decision making and review process

Please contact us for more information on our Trustee Investment Service and Trustee Investment Plans. We serve clients across East Sussex, including Eastbourne, Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough and Uckfield.

Your Advice Steps

01 ➔

Contact Us

Call us on 01323 403 444 or contact us to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers. We’re happy to meet in person, on the phone or online. Just let us know what you prefer.

02 ➔

Get to know you

This will be a chat to find out a bit more about you, what your financial position and goals are and how we can help. This will be entirely confidential, and you are under no obligation to use our services. We will then give you a plan of what we can do to help.

03 ➔

Sharing your plan

Our advisers will talk through our recommended plan with you giving options to best meet your needs. We will take into account your current financial situation, your goals, appetite to investment risk and timeframes. You will have a chance to ask us any questions and then decide whether you want to go ahead.

04 ➔

Regular reviews

Your financial position will change throughout your lifetime. We are here to help you with regular reviews to make sure your financial plan meets your financial goals and current financial situation. We’ll agree with you when and how we meet on a regular basis to make sure your management plan is right for you.

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