Being a trustee is often an important way to help a friend or family member. It means you take responsibility for money that’s been set aside in a trust for someone else. You’ll manage the money for them, only use it in their best interest and obey the rules of the trust.
Thomas Carroll Independent Financial Advice offer a complete financial management service for trustees, including:
- Pensions Advice
- Family and Will Trusts
- Inheritance Tax Trusts and Planning
- Trustee Investments
We will liaise with your professional advisers and arrange an introduction to other service providers, including companies within the Thomas, Carroll Group, where appropriate.
We would be delighted to review your current arrangements and discuss our Trustee advice service with you. Whatever the nature of the review, as a Chartered Financial Adviser, you can be assured that we will provide a solution that is based entirely on your needs.
The value of investments (including property) and the income derived from them may go down as well as up.