Attorneys & Trustees
If you are acting as Attorney or Trustee you may be looking for professional support. We believe that a key area where we can help is to advise you on appropriate risk management and also to undertake regular structured reviews. Our process involves production of written notes of all meetings and you will be sent copies of these along with comprehensive recommendations and review letters. Copies of these documents can be supplied to fellow Trustees, family members or other professional advisers, as agreed. This can help to ensure that all interested parties are kept informed of key decisions at all times.
Many Attorneys and Trustees have chosen to delegate financial and tax matters to our team and are now free to focus on other matters such as welfare or care.
Our advice complies with the wide ranging changes from The Trustee Act 2000, The Charities and Trustee Investment (Scotland) Act 2005 and The Finance Act 2006 and several members of our team hold advanced tax and trust qualifications.
