Case Study 1 – Trustees

This was a very sad case.

As a result of a family tragedy, a young mother was left widowed with two very young children. There was a legacy though from the uncle, who also tragically lost his life in the same accident.

We arranged for a trust to be created, and a suitable investment strategy to be put in place. This ensured that the short, medium and long term needs of the children were catered for. It also meant that the mother could concentrate on bringing the kids up, spending all the time that she needed with them, without having to worry about their financial future.

In what was a tragic situation, we were at least able to take care of any financial worries.