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When it makes sense to set up a trust, our advice ensures the whole process is smooth and simple.
Setting up a trust is a way to manage assets on behalf of other people, perhaps because they are too young to handle their affairs or are incapacitated in some way. The assets held in the trust could include money, investments, land or buildings.
The assets in the trust are legally owned by its trustees – they are the people responsible for managing the trust and making sure it operates correctly. Trustees have a number of obligations, and it’s important that they understand their role and how to carry it out. As advisers, we give trustees all the support they need to fulfil their duties and make the running of the trust as smooth and straightforward as possible.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you initially invested.
Chartered Financial Planner
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Stephen has over 20 years’ experience in financial planning and is one of the highest qualified planners in the UK having attained both Chartered and Certified status. In addition Stephen has passed the Society of Trust and Estate Practitioners specialist examinations and is a Registered Trust and Estate Practitioner (TEP). Stephen was elected as a Fellow of the Chartered Insurance Institute (FCII) in 2010. Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry.
Stephen has been advising private clients on post retirement issues including inheritance tax planning since 1999 and has received numerous national awards for his advice via the Financial Planner of the Year Awards which are run by one of the Financial Times’ specialist publications: Money Management. Whilst Stephen’s technical expertise is second to none, he believes that it is his approachability and skill at making complicated solutions easy to understand, which makes his advice so popular.
Chartered Financial Planner
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David’s extensive experience in financial services has seen him complete the Chartered Insurance Institute’s Advanced Diploma, and he has also attained Chartered status. This highlights his detailed technical knowledge and commitment to professional development.
David provides advice to private clients and businesses across investments, pensions and protection, specialising in corporate pensions.
Chartered Financial Planner
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After 18 years’ experience in financial planning, Tracy is one of the highest qualified financial planners in the UK having attained both Chartered and Certified Status. Tracy is a Fellow of the Personal Finance Society which is evidence that she has attained the most prestigious level of professional achievement. In addition, Tracy is a Registered Trust and Estate Practitioner (TEP) having passed the Society of Trust and Estate Practitioners (STEP) Diploma in Trust & Estates and the Advanced Certificate in Family Business Advising.
Tracy has been providing advice to private clients and business across investments, pensions, taxation and estate planning since 2007 and believes her friendliness and ability at making complicated solutions easy to understand makes her a popular and successful adviser. Tracy is a Welsh speaker and able to offer a bilingual service.
Chartered Financial Planner
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Emma’s skills and professionalism were recognised early in her career when she was voted Newly Qualified Independent Financial Adviser of the Year at the Financial Adviser Life and Pensions awards in 2010. Since then she has gone from strength to strength, attaining Chartered status in 2014 and being elected a Fellow of the Personal Finance Society, highlighting her technical knowledge and commitment to professional development.
Emma specialises in providing advice to private clients and businesses across investments, pensions and protection, and she particularly enjoys using cashflow modelling to complete her holistic approach to financial planning.
Chartered Financial Planner
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Antonia achieved Chartered Financial Planner status in 2024 after successfully completing the rigorous Advanced Diploma in Financial Planning via the Chartered Insurance Institute. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Having gained extensive experience in a wide range of financial matters over her career, which started with 75point3 in 2007, Antonia now offers investment and pension advice to private clients, trusts and attorneys, either directly or via professional connections.
Antonia prides herself on offering a friendly, approachable service which allows her to work closely with clients, their families and other advisers to develop and implement effective retirement planning, investment strategies, protection analysis and inheritance tax planning.
The financial conduct authority does not regulate tax or estate planning.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
