Trustees and deputies

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

For even the most conscientious and careful individuals, the risk remains that one might potentially be held legally accountable for their actions and decisions, sometimes years after the events.

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

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

We are happy to meet longstanding trustees who would like an impartial review of their existing caseload, in both the pre-award and post-award phases.