We administer Funded Unapproved Retirements Benefits Schemes, providing professional trustees as part of the service
Whilst you can no longer set up new Funded Unapproved Retirements Benefits Schemes (FURBS), we are regularly approached by trustees of existing schemes particularly when they want to make payments to beneficiaries.
We provide professional trusteeship which enables us to guide other trustees on their duties by sharing responsibility.
We can produce financial statements, submit tax returns and do general administration including helping to process investment transactions.
We are often engaged to help an existing set of trustees who want to distribute funds to the beneficiaries and then close down the FURBS.
As of 1 January 2021, we have over 140 FURBS in our portfolio.