Which Trust Funds Invest Into Property Portfolios?

Investment in property portfolios is a risky yet potentially profitable move. Silvertonhouse.co.uk gives proof of how successful such investments can be. The best way to ensure profitability and minimal risk is to ensure you balance your investments. There are various trust funds that are known for investing in property portfolio, some of these trust funds include the following:

• M & G Investments

The Municipal and General Securities Company is one of the most successful property investors in the UK. This company has been existent for more than 80 years, and has been operating in Europe as well as Asia. It manages property portfolio both for other firms and for individual investors. M & G holds assets for such large businesses as schools, football clubs as well as medical care organizations. It is part of the Prudential Group, but it conducts its businesses independently. The company’s headquarters are in London, UK. 

• Aviva Investors

This is among the greatest trust funds in the UK. It is part of Aviva plc; the best insurance company within the UK. Aviva holds assets worth more than £315 billion throughout Europe. The property investments held by the company are worth £24 billion. The headquarters of Aviva Investors are located in London, UK. 

• Standard Life Investments

Another great trust fund is Standard Life Investments, which operates throughout the world. The company currently manages assets worth £ 269 billion, belonging to entities from all over the globe. The company’s headquarters are in Edinburgh. 

• Henderson Global Investors 

This company operates throughout the world. It currently holds assets worth £100.9 billion in trust, belonging to large firms, individual investors as well as retailers. The company’s headquarters are in London, UK. 

• Aberdeen Asset Management

This investment groups holds assets for both companies and individual investors worldwide. By June 2016, the company had a total of £301.4 billion worth of assets; including equities, property and fixed income among others. Its headquarters are in Aberdeen, Scotland. 

• L & G 

The Legal and General Property Fund holds assets such as retail, office and industrial property belonging to entities in the UK. By 2015, the company held a total of £ 1,951 worth of assets within the UK.

How to Create a Trust

Creating a trust involves a legal procedure, which therefore requires you to hire a solicitor. This is the person in charge of drawing up the trust. The first thing you need to do is decide on the property you want to hold in a trust. You should then select a trustee. This decision should be made after seeking advice, since your trustee will be in charge of the legal decisions made about your property.  

The next step should be preparing a list of beneficiaries, and indicating the percentage of benefits that each of them should earn. The final step involves giving the terms of the trust. This should be indicated in a trust deed. The terms should include such information as:

• the trustee and beneficiaries;

• the property in trust; 

• the property management and

• the party that should have the property in case of termination of the trust.

Reasons for Holding Property in Trust Funds

The decision to hold property in a trust fund can be inspired by a number of reasons, which include:

• Protection of family assets

• The intention to give your property to someone else before you die

• Incapacitation: the property owner may not be in a position to handle it

• Death of the property owner before they write a will. This applies to England and Wales

• To pass on ones assets to someone else after they die.

Benefits of Trust Funds 

Holding assets in a trust fund may seem like a big and risky decision to make. However, it may be the best way to earn from your investments. The benefits of holding your property in a trust fund include the following:

• You get to control your property.

• It allows for income distribution to your family.

• Your property is protected from unnecessary lawsuits.

• You are exempted from inheritance tax; since you are not recognized as the owner of the property held in trust.

• As long as your property is in a trust, you can protect it from your creditors.

• Trust funds can help you separate your personal property from that of your business. This means that in case your business fails, you will be able to protect the property you held in a trust.  

Conclusion

Trust funds are not as complicated as they appear. Holding your property in such companies can be of great benefit to you and your family. The key to benefiting greatly from trust funds is balancing your property. This means that you should not put all your property in one trust fund. Consult various financial advisers to help you find the best trust funds for your property.  

 

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