Taylor Vinters - Solicitors

If you are a trustee you may be aware that under the provision of the Trustee Act 2000, trustees are responsible for considering and maintaining the suitability and diversification of the investments.

Trustees must consider the suitability of investments for the trust fund and before exercising any power of investment must obtain and consider proper advice, by a person who is qualified, both in ability and experience, in financial matters.

Our in-house financial advisors can help trustees fulfil their obligations in the areas of complying with the investment policy statement, selecting appropriate asset allocation and suitable investments.