Each charity or trust comes with its own mission and goals. By forming a collaborative working relationship with trustees, we can gain clear insight into your organisational objectives and tailor our services to your charity or trust’s needs.
We provide comprehensive financial planning in addition to effective risk management to ensure timely returns for your beneficiaries.
We can make your trust or charity more efficient through restructuring or creating new entities that are more effective. Our regular performance reviews will ensure you continue to meet the legislative requirements of being a trustee while enhancing your reputation among beneficiaries.
By identifying opportunities to diversify your investments and increase the efficiency of your taxes, Everlong can minimise your liabilities to maximise capital.