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About Us |
| History | |
| Our Proposition | |
| Meet Our Advisors | |
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Our Services to Individuals |
| Retirement Planning | |
| Investment Planning | |
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| Inheritance Tax Mitigation | |
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| Financial Health Check | |
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Our Services to Divorcing Couples / |
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Our Services to Trusts and Trustees |
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Our Services to Companies |
| Employee Benefits | |
| Pension Schemes | |
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Director Pension Benefits |
| SSAS | |
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Company Benefits |
| Key Man Life Assurance | |
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Our Services to Trusts and Trustees
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The Trustee Acts |
| The Trustee Act 2000 , Trustee Act (Northern Ireland) 2001 and Charities and Trustee Investment (Scotland) Act 2005, now form the key basis on which almost all trusts should operate (excluding of course charities established as companies and limited by guarantee or where the trust deed itself overrules the Act). |
| The Act has wide ranging implications for trusts and trustees who now have a statutory Duty of Care, wider powers of investment and the ability to appoint nominees, custodians and investment managers. |
| Acting as a trustee is a position of great importance and should not be taken on lightly and for professional trustees the higher standard of Duty of Care can be even more daunting. |
| Burley Financial Services have designed specific services to assist trusts and trustees to ensure that duties are fulfilled and compliance with regulation. |
| Please contact us in order that we can ensure that the most appropriate documentation / brochure is sent. |
| Click here to email us |