Trustees

A Revolutionary thought for Trustees

Your dedicated adviser will inform you of your investment decision making, to help you manage risk within your prescribed and agreed parameters.

This ensures that the investment is invested in the appropriate portfolio to meet your objectives, with regular updates and communications keeping you in control of your Trustee responsibilities.

Responsibilities

We provide a financial advice process that is robust and independent, ensuring an appropriate and suitable investment tailored to the Trust and your client. We provide regular reporting, feedback and manage the ongoing suitability of any underlying investment of the trust.

Management

We always ensure we are familiar with the key facts about the trust and spend quality time with you and the beneficiaries to understand the trusts specific needs. We work with you and the trustees to ensure that your fiduciary responsibilities are met through a risk managed approach to investment selection.

Reporting

Working with us doesn’t take away from your client relationship as we are able to enhance these relationships through education and communication. We believe that transparency and regular reviews of the investments suitability for the trust benefits all parties.

With Revolutionary Thinking,
together we can provide a Trust with game-full employment

Money is always eager and ready to work for anyone who is ready to employ it.

Tavistock Investments Plc manages personal wealth of tens of thousands of people, providing them with financial advice and access to investment products and services.

We do not charge for any meetings. We can come to you or you can visit us in our Mayfair Office.
Or you can call 0333 444 3 555 or email discover@tavistocklaw.com

Happy Client. Happy Trustee.

More and more clients are appreciating that the regulations have become more demanding, and they too are becoming more discerning, looking to their Trustees to perform, to protect their money, their future and keep them informed at every turn. Tavistock Law provides an off-the-shelf service which is flexible enough to deliver a one-fits-all investment solution.

Trustees are generally under a duty to invest trusts properly.

Trustees must consider whether to invest in other categories of investments, not simply look at one that is proposed at the time. They should consider the aims of the trust and how best to meet the needs of the beneficiaries.

The need for diversification (if appropriate): The aim is to encourage trustees to manage and reduce risk and they should consider both the overall spread of investments (i.e. asset allocation) and the spread within any category.

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Contact Us

We would love to answer any questions or schedule a free initial consultation. Please call us or send us an email by completing the form below.

If you would like to speak to one of our highly qualified and experienced advisers, please leave a message below, and we will have an adviser contact you as soon as possible.

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0333 444 3 555

Mayfair

16 Berkeley Street
London
W1J 8DZ

Tavistock Law’s independent financial advice service in relation to Trusts and Court of Protection is endorsed by the Law Society

Investing involves risks including loss of capital. Tavistock Law is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Members may be performing an act regulated by the FCA by introducing clients to Tavistock Law and members should seek legal advice on their regulatory position.

Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc.

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04298592.

The firm is not responsible for the content of external links.

Will Writing and Trusts are not regulated by the Financial Conduct Authority.

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