Pensions

Pensions

An important component of a diversified investment portfolio

Trustee Services

Mattioli Woods Trustee Services provides comprehensive investment advice to professional advisers, clients and trustees. By instructing Mattioli Woods to act on your behalf in relation to investment matters, you can be reassured that Trusts are managed appropriately having sought professional advice from our experienced team of specialist advisers.

  • Access to specialist advice
  • Achievement of agreed objectives
  • Tax planning considerations
  • Agreed, bespoke investment strategies
  • Regular, agreed reviews

Trustees’ duties
Trustees are required to hold a Trust’s assets on behalf of the beneficiaries. In doing so, trustees are required to fulfil certain duties and obligations prescribed by law whilst also taking account of the terms of the Trust Deed.

Legislation
Our service seeks to ensure that trustees comply with the Trust Deed and the appropriate legislative regime (which was introduced by the Trustee Act 2000 and the Charities and Trustee Investment (Scotland) Act 2005) whilst assisting trustees perform their duties and fulfil their obligations.

Investment
Trustees may invest in assets which produce income or capital growth, or a combination of both, depending on the aims of the Trust. Our experienced team support Trustees by providing them with the information and advice they require to make informed decisions.


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