03 September 2010

16/05/2010Active Financial FC help raise over £4,000 for charity at Middlebrough FC Riverside Stadium.
01/06/2010Require Commercial Finance? Like an Independent Opinion? Contact Mark Reid for a free consultation.
21/06/2010Another high calibre adviser joins Active - We welcome James Robertson to the highly experienced team.
22/06/2010EMERGENCY BUDGET NEWS: Capital Gains Tax up to 28% for Higher Tax Payers
22/06/2010EMERGENCY BUDGET NEWS: Personal Allowance to increase by £1000 in April 2011
22/06/2010EMERGENCY BUDGET NEWS: VAT up to 20% from January 2011
22/06/2010EMERGENCY BUDGET NEWS: Corporation Tax to reduce by 1% p.a. until 2014


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Trust Review Service

Understanding the changing nature of the investment environment has become an increasingly onerous and important task for trustees. In addition the introduction of the Trustee Act 2000 has imposed a greater duty of care on trustees to ensure the trust’s investments are managed in the best possible manner, thereby requiring trustees to seek and implement the best investment solutions on offer.

To ensure compliance with the Act, it is vital to recognise and understand changes in the investment environment and implement a structured review process.

The Active Trust Review Service aims to carry out a detailed analysis of the current trustee investment portfolio, highlight any areas of concern in relation to the Trustee Act 2000, and offer a solution to these concerns.

The Trustee Act 2000

Under the Act, as a Trustee, you have a Duty of Care to:

Invest as if you are absolutely entitled to the asset
Ensure the suitability of the investment vehicle
Consider the tax effectiveness of the investment
Ensure investments are sufficiently diversified
Consideration of size and risk profile of trust
Obtain and consider proper advice
Regularly review the trust investments

These responsibilities can not only be onerous, but they can also be very time consuming and although you may have a good understanding of your legal duties, you cannot also be expected to know where to hold the monies over the longer term in the most tax efficient manner.

The objectives of the service are simple:

To document all trustee decisions therefore giving a good clean audit trail
To ensure diversification of the trust’s assets by asset class and management group
To maximise tax efficiency by using the correct product wrappers
To offer regular low maintenence reviews
To consider using alternative investment vehicles
To Reduce Investment Risk

The Active Trust Review Service aims to remove the responsibilities from you by fulfilling all of the above, and for very little cost. So why would you take the risk?

For further information or advice on any of the above, please contact us

Email: enquiries@activefinancialservices.co.uk Phone: 0845 555 0 888

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IMPORTANT INFORMATION: The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Please be aware that a fee may be charged for advice given, the precise amount of the fee will depend upon your circumstances but this can be up to 1% of the amount borrowed.

Registered Office: Active Financial Services Ltd, 3 Highcliff View, Westgate, Guisborough, TS14 6AY
Registered in England & Wales 4039863
Active Financial Services Limited is Authorised and Regulated by the Financial Services Authority 193065.
The FSA does not regulate some forms of Secured Loans, Commercial Lending, Taxation and Trust advice. For further information, please visit www.fsa.gov.uk