Trusts and charities
The needs of trusts and charities are similar to any other company’s; you have specific goals to achieve, in line with certain values. As a trustee, you have an obligation to ensure the success of your trust or charity’s financial arrangements; the legal requirements of which can be varied and complex.
In order to ensure you can carry out your responsibilities in a way that is tax-efficient, compliant, and in line with legislation and your trust or charity’s goals, you need the help of an expert.
We review existing investments and work with existing investment managers to ensure the trust or charity’s objectives are being met within the parameters provided by the trustees.
Here at Chambers Smith, our holistic and bespoke approach to financial planning means that we work to find the best solutions for your trust or charity. We’ll work with you and your team to create a bespoke, secure plan for the future.
Specifically, we can help you to:
- Get the answers you need to the questions you currently have. We’ll have discussions about your current situation, what you’d like to achieve, and where we can help you.
- Establish the level of risk that is appropriate for your unique goals and circumstances.
- Analyse your existing investments and determine if they are best suited to you and your goals
- Feel confident about your financial situation, so that you can achieve peace of mind.
Want to know more about our investment approach? We’ve explained it in detail here.
You can also learn more about our client journey and the steps we take to create a bespoke financial plan for you here.
Louise
A client since 2006
From Derby
Tim
A client since 2016
From Matlock
John and Tara
Clients since 2007
From Bakewell
Jo
A client since 2006
From Ashbourne
Andrew
A client since 2014
From Manchester
