Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
PROVIDING TO GRANDCHILDREN

You may want to put aside money for the benefit of your grandchildren but leave it to the trustees (who could be the grandchildren’s parents) to decide how to divide the income and capital.

Paying school fees and helping with the deposit on a first home are common goals.

Caring for the vulnerable.

YOU WILL HAVE OUR
PROFESSIONAL ADVICE
AND HELP

You may want to ensure a vulnerable loved one is cared for financially. They may have a disability or be an orphaned child and there may be less tax to pay on their income and profits from a trust.

We can talk you through the options and issues, and we are happy to work with your legal advisers to ensure that the right plan is in place.

If you are a Trustee of an existing trustee based investment and wish to review its standing, or wish to discuss setting up a new investment please contact us.

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018