Corporate

Craig has forged mutually beneficial relationships with several professionals in the local area, including Property Search Wales, AIMS Accountants and several local solicitors, as well as MazumaMoney and Vale Mortgages and Finance; these links mean that if Craig can not help with a particular aspect of your financial portfolio he will have a team of experts to recommend.

We are also happy to present seminars to groups of professionals; a seminar is an excellent platform from which to teach people about the work we do and the service we offer and proves an excellent opportunity for people to understand how they may benefit from working with us.

Possible Topics for discussion include:

 Keyman Insurance
 Group Pension Schemes and Retirement Options  Investment
 Income Protection
 Trusts and Taxation

Park Row Associates are also able to present ‘Continual Professional Development’ seminars and then certify the hours for other professionals. If you and your colleagues would like to discuss the opportunities available to your firm regarding CPD or the possibility of a joint seminar please contact Claire

Park Row are also affiliated to STEP – Society of Trust and estate Practitioners, for more
information please access the website – www.step.org – You are about to leave our site and
enter an external website. We have no control over the content of the external site.

Park Row Unique Trustee Review Service

Park Row has built up considerable experience working with Solicitors who act as trustees. In our view, to meet the requirements of the Trustee Act 2000, trustees need to:

 Invest as if they are absolutely entitled to the trusts assets
 Ensure the suitability of the investment vehicle
 Consider the tax effectiveness of the investment
 Ensure investments are sufficiently diversified
 Consider the size and risk profile of the trust
 Obtain and consider proper advice
 Regularly review the trust investments

Provision is made within the Act to charge the trust professional fees to ensure the trusts investment arrangements remain 'suitable' according to the above guidelines; therefore we have developed a comprehensive proposition that facilitates regular reviews of existing trusts in a consistent audited manner, to enable trustees to meet their responsibilities with the provision of 'proper advice.'

We are happy to work with solicitors who either act as trustees and have a significant number of trusts under management, or act as advisers to trustees.

 

The FSA does not regulate Trust and Taxation advice.

 

t: (02920) 359 359
f: (02920) 227 535
m: 07836 775 139
e: craig.palfrey@parkrow.co.uk





                     

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is there primarily targeted at customers based in the UK. Park Row Corporate & Private Clients is a trading style of Park Row Associates Ltd, 5th Floor, Gallery House, 125-131 The Headrow, Leeds, LS1 5RD, which is authorised and regulated by the Financial Services Authority. The FSA does not regulate some forms of mortgages, Inheritance Tax Planning, Wills and Estate Planning, Trusts and Taxation. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £400.