Meeting financial planning needs for Trustees

Legacy Trustee
Trusts and Trustee Responsibilities can be complex and are governed under the Trustee Act.

Legacy will ensure that, as a trustee, you understand what your obligations are, including trust reporting, investments, reviews, and advice. Led by Keith Liggett, Chartered Financial Planner and member of the Society of Trust and Estate Practitioners (STEP), our Trust team at Legacy will help establish what the objectives of the trust are, determine the tax status of the trust and its beneficiaries, advise on the most appropriate investment strategy and ensure you fulfil your trustee obligations.

We will guide you though these complexities and provide advice on adhering to your trustee duties so that the intended legacy is protected.