FAQs

We can make income payments if required, payment of trust expenses, annual accounts, tax reporting requirements and review any investments held in the trust in accordance with the Trustee Act 2000  to help endure they remain suitable. Trustees have a duty to consider the tax implications and suitability of investments in pension schemes and trusts and their decisions; we can provide expert guidance and help avoid costly errors that are expensive and difficult to correct.

We have no family or employer/employee connections that can complicate or hinder decision making, maintaining a diplomatic stance between all parties and helping avoid costly legal challenges removing the need for you to understand complex tax and investment issues whilst making sure you act in accordance with the settlors wishes, beneficiaries interests and pension scheme rules.

Trustees and pension trustees who cannot manage the relevant paperwork and processes for whatever reason leave settlors, beneficiaries and pension scheme members and employers exposed to tax implications unnecessarily with all the complications this situation brings.

Crown Trustees have the business credentials, knowledge and expertise to provide all of the services required to run group pension schemes and ensure both employers and members receive the information needed to make sure the scheme meets their long term needs.

We are qualified by The Pensions Management Institute to act for schemes as trustee and the Chartered Insurance Institute Certificate in Discretionary Investment Management.

We won’t dazzle you with technical jargon; as experts or role is to make the complex simple. Over the years, pensions and trusts have been overly burdened with legislation, detracting from the many benefits they offer and disengaging scheme members and those looking to arrange trusts. Our approach is to both simplify and focus on the benefits providing employers, pension scheme members, trustees and beneficiaries with the correct, clear information and respond to queries within agreed timescales.

We care about delivering the right outcomes for our clients. We’ll help develop a plan to meet your specific needs and work with you to help ensure this plan adapts and responds to changes in your circumstances and/or legislation.

We work on the basis of fixed fees which will clearly be communicated to you before you proceed with any recommendations allowing you to make informed decisions and considering your options.

Please e mail or contact us for more information.