Because trustees are legally obliged* to review the investment funds held within the trust to serve the best interests of the beneficiaries, we’ll help you make certain the funds are performing as desired.
* Trustee Act 2000. The act states that it is the trustees responsibility to obtain the advice of a qualified financial adviser.
As well as ensuring your trust assets are in the appropriate investment vehicle, Panoramic can help tailor informed investment decisions to make sure you meet your trustee obligations.
Panoramic will also provide advice for people looking to fund their own care should they not be able to stay in their own home following a life changing event – such as ill-health, the death of a partner or relatives living too far away. We also provide advice with people acting as a lasting Power of Attorney.
“I’ve been helping trustees make the best of investments for which they are responsible for 25 years and more. Most advisers don’t like this type of business. I do!”
Former Partner and Head of Private Client Department Rix & Kay Solicitors
“Gary has advised my clients for many years. His knowledge and experience means that he can be relied upon to give the best advice and is able to respond quickly to queries. His expertise in the area of trusts and tax planning has meant that he has been able to advise my clients on a whole range of trust scenarios”