Investment advice for Trustees
A Personal Injury Trust allows for compensation to be held and managed to ensure that it is not taken into consideration for the assessment of means-tested benefits or future residential care costs.
A Personal Injury Trust also helps to protect the person who has been injured (the beneficiary) from their settlement being used in an unsuitable way, either due to pressure from other people or through their behaviour.
As a trustee, deciding how and where to invest the money can be a challenge and one that should be handled by a professional Independent Financial Adviser.
At Nelsons, our team of expert Independent Financial Advisers in Derby, Leicester and Nottingham work with trustees across the country to potentially provide a lifetime income for a beneficiary, if required, from the Personal Injury Trust fund and with access to capital on an ad hoc basis.
Contact us todayInvestment advice for trustees of a Personal Injury Trust – How we can help
We can provide bespoke legal advice concerning the:
- Asset allocation;
- Approach to investment risk;
- Investment management; and
- Tax position.
Cash flow modelling for a Personal Injury Trust
A detailed cash flow modelling analysis of the Personal Injury Trust can be undertaken by our team with the purpose being to estimate how long the beneficiary of the Trust will be able to meet their anticipated outgoings before the Trust assets are exhausted.
The cash flow modelling analysis will highlight to the Trustees the investment growth required to enable the Trust assets to meet the Beneficiary’s financial needs for the rest of their life.
Cash flow planning is a valuable tool to help the Trustees see the ‘bigger picture’ at the outset, and on an ongoing basis when reviewing assets of the Personal Injury Trust with their financial adviser.
Why choose Nelsons?
We are one of the largest law firm providers of independent financial advice in the UK and are authorised and regulated by the Financial Conduct Authority. With over 30 years of experience in providing expert financial advice, our team of advisers help clients to make the right decisions for their circumstances.
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Need investment advice for a Personal Injury Trust? Contact us
If you would like more information on the services that our Independent Financial Advisers provide, please contact us via our online enquiry form or call 0800 024 1976 for a guaranteed response.