In many instances we are requested to act for families rather than individuals. Our services often integrate with those of tax advisers to provide advice on succession planning and the transfer of wealth through a family.
We often manage accounts for children and grandchildren and we are happy to group them with the rest of the family.
The Trustee Act (NI) 2001 has expanded the range of investment classes that can be held within a trust and has introduced new rules governing a trustee’s duty of care. Cunningham Coates Stockbrokers have considerable experience in the management of all types of trusts including interest in possession trusts, discretionary trusts and bare trusts.
For more information please contact a member of the team.