Wealthcare can advise trustees on a number of income and capital growth opportunities which meet the aims and objectives of an individual trust, whether there is a need to generate income, capital growth, or indeed a mixture of the two.
If you are a solicitor and work in the area of Court of Protection then our investment solutions will assist with your legal obligations both now and into the future via our ongoing retainer based service. At a review, attitude to risk is reassessed, investment goals are reviewed and any changes implemented enabling you to concentrate on the rest of your responsibilities.
How can Wealthcare help?
Please contact us to discuss how one of the most sophisticated investment solutions can assist you in your duty of care. We will also provide you with 24/7 online access to the investment portfolio together with full cash transactions available to aid your ongoing reporting requirements.
To find our more about these services, click Lasting Powers of Attorney and Court of Protection.
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