"Solicitors need to avoid RISK when managing assets held in Trust"
There is a basic assumption that any cash should automically be invested if it is not required for 5 years or more.
This 'assumption' has caused many issues for many Trustees, over the years, as there is no guaranteed that 'risk-based' investments will always produce the return the Trustee is hoping to get.
This 'risk' can be MITIGATED, 100%, by removing this assumption by making a professionally informed decision that takes into consideration, at every annual review, the best value that can be oobtained from cash.
Our system provides the necessary analysis and enables solicitors to:
"All records held in one easy and accessible place"
To find out more, get in touch and we'll show you how easy it is to add additional value to your client base.