Managing Trusts Effectively

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"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:

  • Identify the best value they can achieve from Trust cash
  • Demonstrate the suitability of investing by showing the maximum value of cash cannot meet the requirements of the Trust
  • Keep track and relevant records of all assets held in each Trust
  • Produce annual reports to demonstrate the suitable and professional management of all Trust assets

"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.

Register for your FREE TRIAL today.