Specialist Independent Advisers based in East Anglia

Lovewell Blake Financial Planning Limited

Trusts

Trustees have a fundamental duty to act in the best interests of both present and future beneficiaries, avoiding any conflict between their duties as trustees and their personal interests.  Trustees need to exercise reasonable skill and care, as well as taking advice regarding investments and reviewing them regularly. Our advisory services provide investment advice and ongoing reviews, with rebalancing of trust investments to maintain optimum performance in portfolios.