Trustees and Charities
You'll have a duty to invest wisely and securely in well diversified, high quality assets. You will be looking to:
Enhance the risk/reward characteristics of your current portfolio due to returns from residential having low correlation with other asset classes.
Avoid the day to day hassles of direct investment in residential property.
Provide for more efficient management of capital gains and future portfolio rebalancing.
Trustees or those considering trusts may also be interested in the information on our 'tax saving ideas' pages.