Trust planning for professional trustees
Chartered Financial Planners with wide experience of helping trustees
The Aretian Wealth Management trust planning service was created because our professional trustee clients wanted access to the type of detailed financial planning that we offer our private clients.
The Aretian trust planning service will help you:
- Provide income for the beneficiaries, safe in the knowledge it is sustainable over the medium and long term
- Give the settlors, fellow trustees and beneficiaries peace of mind that the trust can achieve its various goals
- Continue to make ongoing decisions about the trust as needed, confident there are sufficient trust assets to do so.
A full service brochure can be viewed and downloaded from the box opposite.
Please note: The Financial Conduct Authority does not regulate tax and estate planning.
If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.