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FMB has worked alongside professional Trustees for over twenty years, we are here to help you meet your obligations and keep things simple.

FMB work with many Solicitors and Accountants to enable them to fulfil their obligations as Trustees.

This includes specific factfinding, research of investments and an annual review process which will ensure all requirements are met under the Trustee Act 2000.

If you act as a Trustee you may find our Trustee Compliance Flowchart a simple way to ensure you are on track. Click on the link at the end of the of the page to download this pdf document.

As always, we are happy to assist in anyway possible. Contact Ruth Power for more details.

Or call our office on 01539 725855.

 

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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786