Do you have clients wanting to create a significant and enduring legacy?
A testamentary charitable trust is established in a client’s Will and commences upon their death to benefit their nominated charitable causes.
A testamentary charitable trust is appropriate if a client wants to:
Our dedicated team of estate planning specialists will work in partnership with you and your client to set up the trust in their Will.
Upon their death, we will administer the trust and act as sole or co-trustee to ensure it remains compliant – in perpetuity.
You will continue to manage the investments of the trust, or act as investment adviser, and as trustee we will oversee the investment strategy of the trust and distribute funds in line with your client’s wishes.
For further information, please read our testamentary charitable trusts client brochure.