Advising trusts

There are many types of Trusts and they can be created for different reasons, for example, following death, for children until they attain a certain age or following a personal injury.

Investment under a trust must be made in line with the Trusts circumstances and regularly reviewed; the Trustees should seek advice from a suitably qualified person.

At Birkett Long IFA, our financial planning managers have the expertise to deal with any type of Trust and have the added advantage of working closely with the solicitors at Birkett Long LLP to provide you with advice on both the financial and legal aspects.

As trustees it is important to understand your responsibilities in line with the Trustees Act 2000, to ensure the investments are made in line with the trust’s requirements and for the ultimate beneficiary(s) needs. Being a trustee is a very important role and seeking independent advice of a financial planning manager can help you with the decisions needing to be made.

 For a free initial meeting please call one of our financial planning managers on 01206 217309.


  • Nicola Ward
      • Nicola Ward
      • Associate and Head of Birkett Long IFA LLP
      • 01206 217308
      • View profile
  • Paul Chilver
      • 01206 217614
      • View profile
  • Colin Hyoms
      • 01206 217351
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At Birkett Long IFA, we understand how important it is for you to provide details to someone who you can trust and to offer an equally high level of expertise. Our experience and ability to clearly explain all the options are crucial elements in building this trust.

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