Trust. The different types and when to use them.

So, what are they? A trust is a legal arrangement where you give property, investments or cash to someone else so they can look after them for the benefit of a third party. An example of this would be if you put some of your savings aside in a trust for your children. The roles [...]

2019-07-31T14:31:55+01:00 August 8th, 2019|News|

Investment Update. Fund Managers views.

By Rachael Efetha, Chartered Financial Planner based in Bedford. Carl Stephenson and I represented Anstee & Co at the Architas Investment Conference last week where we spent two days with some of the top fund managers and financial services influencers. Architas is a Multi-Manager firm. This means that they decide on the overall asset allocation [...]

2018-02-21T15:50:18+00:00 January 25th, 2018|News|

Trusts. Why would you need to set up a trust?

What is a trust? To start off with the technical stuff about a trust- A trust is legal arrangement which enables a person, known as “the settlor” to transfer the ownership of property, cash or shares to another person known as “the trustee” to hold on behalf of a third person known as the “the [...]

2018-02-21T15:51:35+00:00 May 1st, 2017|News|