Trusts and charities

We run a number of trusts and are able to look after the varying requirements of the beneficiaries in conjunction with the trustees.  We are also able to facilitate both FATCA and Legal Entity Identifier compliance in respect of satisfying the legal obligations imposed on Trustees.  In relation to charities, we are finding that more and more people are now setting up their own charities, either due to a specific interest or a desire to benefit others in the event of their death. We are very familiar with these situations and are able to work in conjunction with charity trustees in both the management of the portfolio and discussions as to any ethical or charitable restrictions that should be considered. We also have experience in working with larger charities.