Trust and Charity Investments

Published on Tuesday, 24 January 2012

At Swallow Financial Planning we manage investments for a wide range of structures including many trust arrangements.  We have found that many trustees (and their advisers) are uncertain as to what their obligations are with regard to the management of the investments under their control.

To help fill this knowledge gap we have produced a free guide for trustees.  The guide sumarises the key areas of the Trustee and Charities Acts relating to investments and further gives our "best practice" advice for setting up the systems of management and review necessary to ensure funds under management are optimised for the benefit of the beneficiaries and to ensure the trustees meet their statutory obligations.  To view our new guide follow this link:

A Guide To Trustees

The charities commission have also re-launched their guide to trustees, an initial glance shows its more a matter of improved presentation rather than changed content however the link is:

Charities And Investment Matters

If you need further information (or you would like us to undertake a trust audit) then do please Contact Us.

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

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