Get in touch today on:
Northampton: 01604 621 421
Market Harborough: 01858 288 189
If you would like to get in contact with us about any of the services we offer, please click on the image above and you will be directed through to our simple online contact form.
Alternatively, please visit our Facebook or Twitter pages where you can view and follow all of our latest updates.
Being a trustee of a Trust Fund or Charity is a serious responsibility. Under the Trustee Act 2000, trustees have far greater freedom and wider investment powers. However, the act also makes trustees accountable in law and requires them to seek investment advice. Being a trustee need not be a burden however, and we offer a range of services from investment administration to discretionary management to ease the burden.
“Regular reports and portfolio valuations will be produced for trustee reviews and year-end accounting purposes and our advisors are always on hand to attend Trustee meetings if required.”
At Cave & Sons we have the expertise to advise trustees on their responsibilities, to help them to formulate an investment policy meeting the needs of the various classes of beneficiary, and to take responsibility for the ongoing monitoring or management of any Trust Fund investments. Appointing Cave & Sons to manage trust fund investments can help trustees to dispatch their legal responsibilities.
We are able to liaise closely with solicitors and accountants in regard to establishing and running a trust fund or charity and ongoing tax reporting.
“Being a trustee need not be a burden however, and we offer a range of services from investment administration to portfolio management services to ease the burden.”
We have many years of experience in dealing with the commonly used Discretionary Trusts, Interest in Possession Trusts and Discounted Gift Trusts, as well as more bespoke arrangements. We also have many years experience managing the investments of a number of charities, both endowed and fundraising.
“Being a trustee of a Trust Fund or Charity is a serious responsibility.”
Regular reports and portfolio valuations will be produced for trustee reviews and year-end accounting purposes and our advisors are always on hand to attend Trustee meetings if required.
If you would like further information regarding our services offered across the UK and in particular in and around the Leicester, Northampton, Milton Keynes and Warwick areas, then please contact us by clicking here or calling us now. We will be only too pleased to have a no obligation conversation with you and/or your fellow trustees.
Authorised and Regulated by the Financial Services Authority.
Member of the London Stock Exchange and A.P.C.I.M.S. FSA No. 143715
Reg Office: Lockgates House, Rushmills, Northampton, NN4 7YB - Reg in England No. 1916615 - VAT Reg No. 443759132
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