Helping you make the best
We start from the belief that effective financial planning is far more complex than simply arranging individual products.
Trustee Investment Planning
KMG’s qualifications and knowledge allow us to work closely with trustees in managing trust funds and meeting the obligations and requirements of the Trustee Act 2000.
Under the Mental Capacity Act 2005, a trustee is obliged to ensure they obtain professional advice in respect of any trust investments.
We can assist in providing the financial advice required on the trust assets and ensure that the investment strategy is both suitable and diversified in risk. Our services include ongoing management and monitoring, which makes the role of the trustees that little bit easier. We also provide the information to keep the all-important accounts and make relevant tax submissions.