Trustee services

Mattioli Woods Trustee Services provides comprehensive investment advice to professional advisers, clients and trustees. By instructing Mattioli Woods to act on your behalf in relation to investment matters, you can be reassured that Trusts are managed appropriately having received professional advice from our experienced team of specialist advisers.

Our service seeks to ensure that trustees comply with the Trust Deed and the appropriate legislative regime (which was introduced by the Trustee Act 2000 and the Charities and Trustee Investment (Scotland) Act 2005), while assisting trustees perform their duties and fulfil their obligations.

Trustees may invest in assets which produce income or capital growth, or a combination of both, depending on the aims of the Trust. Our experienced team support Trustees by providing them with the information and advice they require to make informed decisions, as well as:

  • access to specialist advice
  • achievement of agreed objectives
  • tax planning considerations
  • agreed, bespoke investment strategies
  • regular, agreed reviews

 

Start a conversation today
Get in touch with a member of the Mattioli Woods team below. We’re always on hand to assist.

Important update: Trustee services

The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future. Any investment decisions should be made after receiving professional advice. Contact us today to speak to one of our advisors about your investment planning.

Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority. 

What can you expect?
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Dedication
All our clients receive their own dedicated consultant and client relationship manager
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Investment
Investing now to provide a brighter future
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Stability
Getting your affairs in order now to provide stability in the future
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Peace of mind
Knowing we are working to look after what matters to you most
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Relax
Let us do the work while you spend your time doing what you love most
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Forward planning
Putting your affairs in place now helps you in the future
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Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.