The Trustee Guide | Financial Advice Cardiff

The Trustee Guide f

The Trustee Guide

Do you know what a Trustee is or does?

A Trustee is somebody you appoint when you put a Trust in place that knows exactly how and when your wealth and assets should be distributed. Trustees take their instructions from the Letter of Wishes that accompanies your Trust.

This guide outlines…

  • What are the responsibilities of a Trustee
  • How to appoint a Trustee
  • Understanding the Beneficiary, Settlor, and Trustee role
  • Top tips for acting as a Trustee

 

If you’d like to find out more about putting a Trust in place or ask any more questions about the role of a Trustee then please contact the Penguin Team by clicking below

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