Charities and trusts


We help charities and trusts to secure a better future

Charities and trusts have specific needs when it comes to looking after the finances and growing their wealth. At Blue Fox Wealth, we work closely with trusts and charities based in Dorset and beyond, helping them to invest in accordance with their principles.

Working with charities

Because of the philanthropic aims of charities, it is essential to invest responsibly and help to build a better future. But this requires time-consuming research and investment expertise. That’s why charities rely on us to help them secure their capital and achieve their long-term investment objectives. We’ll work with you to consider important factors such as your charity’s income requirements, it’s stance on ethical and sustainable investing, your tolerance of risk and other investment considerations.

Working with trusts

As recognised tax specialists, we have considerable experience of helping to set up trusts. This is an area where good quality financial advice is essential – the responsibilities of trustees are enshrined in law, and under the Trustee Act of 2000, trustees can be held personally responsible for failing to act with a duty of care.

Effective trust planning

Whether the trust is needed to pay an income, achieve long-term capital growth or to make bequests, we can made sure that the trust is managed in accordance with any statement of investment principles, as drawn up by the trustees.

Get in touch to discuss how we can help you.

"Stephanie has been involved with my financial affairs since 2004. I have found her very efficient, helpful, reliable and knowledgeable. Stephanie has given sound advice for both my pension and ordinary investments. She has a wide range of contacts in the financial/legal area and, where necessary, her introductions have proved fruitful. I have no hesitation in recommending Blue Fox Wealth."

Mr H-C, Templecombe, Somerset

Testimonials