Service:

Trust Investment

The Trustee Act 2000 imposes various, quite onerous duties upon trustees, including a statutory duty of care to obtain and consider proper advice when making trust investments and keeping them under regular review.

Trustees must also specifically have regard to the need to diversify investments and to ensure that investments are “suitable” to the terms and objectives of the trust. They must also periodically review investments.

Trustees also have to pay particular attention to the risk profile of investments: different forms of trust have different tax implications, some of which can be relatively complex and expensive. Every trust will also have its own particular set of rules and its own particular set of beneficiaries, the need for liquidity and the needs and rights of each beneficiary can vary dramatically.

Simply put, therefore, a trust investment strategy can be quite complicated – often best served by securing expert and independent advice.

We have a great deal of experience in this field and our team holds specialist qualifications, including Membership of the Society of Trust & Estate Practitioners. The range of investment managers we work with enables us to establish an appropriate strategy for any form of trust.

Our Trust Investment Experts

Centurion are a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.

Here is the team of experts who specialise in this service. You can view our entire team using the button below.

Ian Avery

Chartered Financial Planner
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Trevor Durham

Chartered Financial Planner
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Chris Hill

Director & Chartered Financial Planner
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Jon Stevens

Chartered Financial Planner
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What our clients say

We have been clients since November 2019. Our personal advisor is Mr Ian Avery, who we have dealt with in this capacity for a number of years, and is someone we hold in the highest regard. He always takes time to listen properly to us, and has an excellent understanding of our situation and requirements. We have always been given an in depth insight into our situation and options and the investment solutions he has recommended have always been explained and presented in a way we find easy to understand and follow. We have no hesitation in recommending both Ian Avery and the firm as providers of excellent service in all respects.

A Client

As a client of Centurion Chartered Financial Planners for over 9 years, I have always found them to be helpful, innovative and security conscious. James, my investments administrator, clearly has a good understanding of my plans and the schedule of associated actions, alerting me whenever I have a task to complete.

Nic

Client

As a client Of Centurion for a number of years we are more than satisfied that our financial future is in a safe pair of hands with the advice we have been given. In particular Dave Robinson is a very experienced financial advisor and his great knowledge makes him one of the leaders in all aspects of financial planning.

Mr & Mrs PG

Clients

Are you looking for some advice?

If you're looking for expert-led advice, then please get in touch.

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