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

“I have been a client of Chambers Smith Financial Planning for almost 14 years now and am so grateful for how they look after me and my finances. I trust Chambers Smith implicitly and seeing my Inheritance Tax liability fall year by year as a result of their planning means that I will recommend them until I run out of breath!”

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Tim

A client since 2016

From Matlock

“Chambers Smith Financial Planning are available at any time to discuss any detail on the investments, expressed in a way that is easily understood. The Trust has greatly benefitted from receiving this professional service which has been tailored to its own particular circumstances.”

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John and Tara

Clients since 2007

From Bakewell

“Over a period of 10 years, Chambers Smith helped us implement high-quality financial advice and planning to meet all our needs going forward. They haven’t stopped working on achieving the best possible outcomes for us. We are extremely happy with the service they have provided.”

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Jo

A client since 2006

From Ashbourne

“Chambers Smith has always been thorough and helpful. When my husband passed away in 2018, they proved themselves invaluable at an incredibly difficult time. Chambers Smith is not just a financial adviser – they truly care, and I have nothing but gratitude for their service.”

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Andrew

A client since 2014

From Manchester

“Chambers Smith worked with me and my company in a way that no other adviser had done before. They looked at every detail, explained things in a clear manner, tailored all planning to my company’s exact needs and offered regular, ongoing reviews… we have been thrilled with the work”

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Get in touch

Chambers Smith is authorised and regulated by the Financial Conduct Authority. You can find Chambers Smith on the FCA register by clicking here. Registered in England & Wales. Company number: 06674780. Registered Office: 2 Cheapside, Derby, England, DE1 1BR.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.