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What happens next?


Trustees: - interested in ensuring that that most appropriate investments are selected to support the trusts objectives.

One off advice on a particular issue that concerns the trust

  1. We agree the brief and what you wish as a preferred outcome
  2. Once we agree what we need to do we then need to collect and collate relevant facts about the trusts current assets, both the trustees and any administrators cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do
  4. We prepare our report complete with recommendations
  5. Where necessary we implement the recommendation(s)
  6. We provide no ongoing monitoring or advice

Education of trustees and beneficiaries

A common feature in many family trusts (where the grandparents or parents are trustees) is a mutual need for education. For children or grandchildren who will receive trust or other assets on attaining a particular age e.g. 18, they need to understand how best to enhance, preserve and distribute their wealth as and when it comes under their control.

For trustees we can provide instruction on their duties and options and for the beneficiaries we can provide courses to provide the needed level of understanding and to promote the 3 pillars of productivity, prosperity and philanthropy; all necessary if life balance is to be achieved.

Investment advice

  1. We determine trust’s aims, issues or problems requiring action
  2. We conduct a review of the current investments
  3. We prepare an investment proposal
  4. We action the implementation of the proposal
  5. We provide ongoing advice
  6. We conduct the annual Review

Review of previous advice

  1. We determine trust’s aims, issues or problems requiring action
  2. We review previous or current advice
  3. We prepare a report determine the suitability of the previous or current  advice
  4. We assist in the preparation of the formal claim
  5. We can act as an expert witness
  6. We can support other professionals in the progression of your claim

Ongoing advice on a particular aspect of the trust's financial position

We like to get to know the trust to make sure we can add value and assist it in meeting a particular goal.

  1. We need to get to know the key objectives of the trust, a major part of that will be us asking you, "if we were meeting one year on what would have been completed that would have taken you forward".
  2. Once we agree what we need to do we then need to collect and collate facts about the trust and its current assets, the trustees cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do to enhance, preserve or distribute the assets of the trust in line with the trust's objectives.
  4. We use this analysis to develop the plan that will in duecourse allow us to present our recommendations or alternatives for the structures which we consider to be necessary to deliver the plan in tandem with the investment proposal.  This combination is developed in order to support the goals of the trust being achieved in line with the trust’s stated risk profile.
  5. With the recommendations in their final format we then move into implementation mode. In some cases this will involve us working with other professionals to ensure that the integrated approach is in place.
  6. As with any plan it is necessary to monitor its progress to ensure that you are progressing towards your goals. This will necessitate ongoing meetings to review the trust’s situation and to adjust the recommendations, if needed, as time moves on.

Full strategic plan

We like to get to the objectives and mission of the trust to make sure we can add value and meet its goals.

  1. We need to get to know the key objectives of the trust, a major part of that will be us asking you, "if we were meeting one year on what would we have been completed that would have taken you forward".
  2. Once we agree what we need to do we then need to collect and collate facts about the trust and its current assets, the trustees cooperation is vital if we are to deliver the service you have requested
  3. We then analyse the data and determine what we need to do to enhance, preserve or distribute the assets of the trust in line with the trusts objectives.
  4. We use this analysis to develop the plan that will in course allow us to present our recommendations or alternatives for the structures which we consider to be necessary to deliver the plan in tandem with the investment proposal.  This combination is developed in order to support the goals of the trust’s being achieved in line with the trust’s stated risk profile.
  5. With the recommendations in their final format we then move into implementation mode. In some cases we will be working with other professionals to ensure that the integrated approach is in process
  6. As with any plan it is necessary to monitor its progress to ensure that you are progressing towards your goals. This will necessitate ongoing meetings to review the trust’s situation and to adjust the recommendations, if needed, as time moves on.


Syndaxi - Chartered Financial Planners

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