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
TRUSTEE INVESTMENTS

Cherwell Financial Services does not believe that trusts are the preserve of the very wealthy, used appropriately trusts are an extremely useful tool for protecting your assets and passing them on to beneficiaries.

Importantly, one of the main benefits of a trust is to ensure that your estate is passed on in line with your wishes.

DO YOU HAVE FUNDS ALREADY HELD
IN TRUST, OR ARE YOU THINKING ABOUT
PUTTING MONEY INTO TRUST?

A trust is an effective way of managing assets (money, investments, land or buildings). They involve three parties – the settlor who puts assets into the trust, the trustees who manage the trust and the beneficiaries who benefit from the trust.

When you put assets into a trust, the trust may be subject to its own taxation rules, so, it is crucially important that the right one is chosen.

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