Purpose
To identify whether a detailed investment policy statement is required and whether an investment specialist should be appointed to the trust to complete regular reviews of the trust assets.

Benefits to trustees and professional advisers
provision of advice on a suitable asset allocation to enable the trust to achieve its stated objectives. This initial overview can provide peace of mind to trustees and professional advisers by highlighting the key implications of the relevant Act and what steps, if any, should be taken next.

Purpose
To identify whether the existing asset allocation meets the objectives of the trust and the current attitude to risk. The report will also note the current taxation legislation as it applies to the trust, the taxation position of current assets, performance against any established benchmarks, comment on the current diversification strategy and provide an overall summary of the current position of the trust.

Benefits to trustees and professional advisers
This thorough report will highlight all outstanding requirements of the trust in relation to the relevant Act and identify key areas which trustees and professional advisers should review as priorities.

Purpose
To provide trustees with a compliant Investment Policy Statement which meets the trust's objectives and detailed investment recommendations regarding suitable assets based on the trust's objectives, income and capital requirements and attitude to risk

Benefits to trustees and professional advisers
This service will ensure that the trust and its supporting documentation is brought fully up to date in relation to the requirements of the relevant Act and that the investment portfolio of the trust clearly reflects the needs of the trust and its beneficiaries

Purpose
To provide a detailed service keeping trustees up to date with changes in legislation and the investment work and regular reports on the progress of the trust's assets in relation to the relevant Act and any agreed benchmarks as set in the Investment Policy Statement. The reviews will also recommend any changes to the portfolio to ensure that the assets of the trust continue to meet the changing needs of the trust's own objectives

Benefits to trustees and professional advisers
A formal support relationship for trustees and professional advisers to ensure ongoing compliance with the relevant Act and a structured approach to investment management of the trust's assets