About us.

This board delivers effective, ethical trust operations through strategy, oversight, and compliance.

post@tuscanytrustholdingstrustees.com

★★★★★

satisfied beneficiary brands

$670m

Beneficiary AUM 2024

Beneficiaries

21%

Return on Investments 2024

Our Trustees Specialist Investment Areas

Equities

Trustees invest beneficiary trust funds in equities, which are shares in companies, to potentially maximize capital growth and provide income for beneficiaries. This investment strategy aligns with the trustees’ duty to act in the best interests of the beneficiaries, which can include both current and future beneficiaries.

Residential Property

Trustees invest beneficiary trust funds in residential property for various reasons, primarily driven by the potential for income generation, capital appreciation, and diversification. They also consider the specific needs and circumstances of the beneficiaries and the overall goals of the trust when deciding whether to invest in property.

Commercial Property

Trustees may invest beneficiary trust funds in commercial property for several reasons, primarily to fulfill their duty to maximize the trust’s assets while managing risks appropriately. They aim to generate income for the beneficiaries, achieve capital appreciation, and potentially create a stable, diversified investment portfolio.

Promissory Notes

Trustees invest beneficiary trust funds in promissory notes, also known as trust deeds, to secure a predictable income stream and diversify the trust’s assets. These notes represent a debt owed by a borrower to the trust, with the trustee holding the legal title until the debt is repaid.

Commercial Debt

Trustees may invest beneficiary trust funds in commercial property due to the potential for income generation and capital appreciation, fulfilling their duty to maximize returns for the beneficiaries. Commercial property investments can offer a stream of rental income and the possibility of long-term capital gains, according to M&G.

Public Debt

Trustees have a fiduciary duty to manage trust funds in the best interests of the beneficiaries, which includes making prudent investment decisions. Public debt investments can align with this duty by providing a combination of safety, income, and potential tax benefits.