Trusts (Onshore / Offshore) & Charities

Trusts

Arnold Stansby & Co. has a long history of trust management. Whether you require discretionary management of an offshore trust or the day to day running of a plain vanilla bare trust we are here to help.

We also have strong affiliations with many charities across the UK. The Charity accounts are available to any charity registered with the Charities Commission. It is a simple way to make the most of your charity’s assets.

The portfolios can be run one of three ways;

• Discretionary
• Advisory
• Execution only

Advisory / Discretionary managed accounts

We know the importance of meeting the investment aims of trustees, whether these are to generate income, capital growth or a balance between the two. We will take the time to establish these and other considerations, as part of constructing an appropriate portfolio. We can also take into account ethical considerations if they form part of the investment strategy.

We handle all aspects of the portfolio administration process, including settling transactions, receiving income and carrying out regular reconciliations of stock and cash. Details of all transactions and cash movements are included in our half-yearly reports and summarised in a year-end tax pack. These can also be requested on an ad hoc basis. This reduces the expense and administrative burden placed on trustees by legislation.