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Financial planning for Trustees & Charities

We understand the challenges that trustees face in meeting the legal requirements that The Trustee Act legislation demands.

These can be varied and complex, so in order to carry out your duties effectively it is likely that you will require professional advice to support you. You need to be aware of the legislation, changes to it and how to comply with it and we are well equipped to support you with this.

As a Trustee, you may be required to preserve capital for the beneficiaries, or to plan for both income and capital requirements. We can help by agreeing an appropriate investment strategy with you and constructing a tax efficient portfolio for the trust assets and performing reviews to ensure that the strategy remains on track.

Charities face different challenges, balancing the need to invest appropriately but also assessing when and how to distribute assets. We can support you in developing the most tax efficient way of managing investments in line with your needs and objectives.

When working with trustees and charities our no surprises philosophy means that we always agree at the outset what advice and service we are able to provide and clearly explain how it is to be delivered. 

Click here to read more information on Financial Planning for Charities.

Financial Planning
for Trustees & Charities

Financial Planning
for you

Financial Planning
for your business

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW

The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.