Guide for Trustees

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This guide covers:

  • understand your role – learn the legal duties, responsibilities and powers of a trustee

  • managing trust assets confidently – get guidance on investments, distributions and record-keeping

  • staying compliant – navigate trust registration, tax reporting and HMRC requirements

  • supporting beneficiaries effectively – discover best practices for fair and thoughtful decision-making

  • protecting the trust and its value – tips on safeguarding assets, avoiding liability and working with co-trustees.

Alternatively, if you would like to discuss any of the above points with one of our experienced financial advisers, we’d be pleased to help.