Why you should be investing your trust fund

Why you should be investing your trust fund

As a trustee, the legal obligation to act in the best interest of the trust’s beneficiary can sometimes feel overwhelming. You need to ensure the fund is managed responsibly and effectively – so have you considered investing the trust fund to maximise its potential?

 

Strategic investment decisions are essential for ensuring long-term growth and financial security, helping to protect and enhance the trust’s value. Whether you're managing a trust for a loved one or preserving a family legacy, carefully allocating trust assets can generate income, protect against inflation, and secure financial stability for future beneficiaries.  

 

If you don’t know where to start, don’t worry. Trustee Accounts is part of the Simpson Financial Services group, which means we have over 20 years of experience helping trustees nationwide navigate investment opportunities with our expert guidance. 

 

Why is investing important? 

 

While savings accounts offer security, they often provide limited long-term growth. Investing allows money to work harder for you, offering the potential for higher returns and the power of compound interest. The earlier you start, the more time your investments have to grow, helping you build a stronger financial future for your trust beneficiary. 

 

Expert guidance from Simpson Financial Services 

 

At Simpson Financial Services, we understand the unique responsibilities and challenges trustees face when managing a trust fund. Our experienced Independent Financial Advisers provide tailored investment strategies designed specifically for trusts, ensuring compliance with legal obligations while maximising potential returns. We take the time to assess the needs of the trust and its beneficiaries, offering expert advice on asset allocation, risk management, and long-term growth strategies. 

Different types of trusts are subject to different tax treatments, which can significantly impact investment returns. Navigating these complexities requires careful planning and professional expertise. Our advisers help you understand the tax implications of various investment choices, ensuring that decisions align with the trust’s objectives while remaining tax efficient. 

 

With our support, you can make informed decisions that align with your duty to protect and enhance the trust’s assets. 

 

Take the first step with a free consultation  

 

With the right guidance, investing can be a straightforward and a rewarding process. We offer a free, no-obligation consultation with one of our expert Independent Financial Advisers, giving you the opportunity to explore your options and make informed decisions. 

 

Get in touch

 

Please note, the value of investments can go up as well as down and you may get back less than the amount invested. 

Get in touch

If you’d like help opening a trustee bank account or simply have a question, please get in touch using the form below.

Trustee Accounts is a trading style of Simpson Financial Services Limited. I am happy for Simpson Financial Services to contact me via email with useful updates about relevant financial news and their products and services.

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