Trustees and deputies

Those who occupy the challenging and important role of trustee or deputy are legally bound to conduct their affairs to the highest fiduciary standards.

For even the most conscientious and careful individual, the risk remains of potentially being held legally accountable for one’s actions and decisions, sometimes years after the event.

When we work with clients in positions of fiduciary responsibility we often overlay our standard planning and modelling with an institutional governance process, whereby every major investment decision is supported by comprehensive analysis and is formally logged and documented.

We believe that by following our recommended governance regime trustees and deputies can materially reduce their potential exposure to longer term legal enquiries, and materially strengthen their fiduciary position under the Trustee Act 2000 and the Mental Capacity Act 2005.

We are happy to meet longstanding deputies and trustees who would like an impartial review of their existing caseload.