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Increasingly we find that professional and Lay Deputies of the Court of Protection struggle to balance meeting the needs of the protected person and protecting their own standing, similarly,  Trustees are becoming increasingly aware of the requirements of the Trustee Act and the complexities which surround discharging their responsibilities. 

 

We closely follow directions from the Office of the Public Guardian and the Court of Protection to help our Deputy clients conduct their financial responsibilities to protect persons both in the spirit and to the letter of the law.

 

Our comprehensive Tax and Trust capability is particularly suited to working with Trustees, again, helping them discharge their financial/investment responsibilities whilst ensuring their actions remain above future reproach.

 

This specialist area is underpinned by comprehensive financial planning and wealth management qualifications and experience, but with the added benefit of specialist knowledge and understanding of the additional legal constraints which may apply.