We recognise that some of our clients will have been through the trauma of a court action and will need support, reassurance and financial expertise as they face the prospect of an uncertain future. We work closely with each of our clients to ensure that we understand his or her special requirements.
At Charles Stanley we have a team with over 20 years' experience in this field. It has formed excellent working relationships with the Court of Protection, solicitors and the various offices involved. These relationships enable the team to follow the correct procedures and, despite the complications that can arise, ensure matters flow smoothly and efficiently.
The team has an established track record in investment management and administration. It is able to draw on the substantial resources of Charles Stanley in a wide variety of areas, including research, pensions and financial planning.
The IM Matterley UK & International Growth Fund has been set up primarily to ease the burden of administration for clients but also takes advantage of the Capital Gains Tax (CGT) regime in the UK. The fund's investment objectives are to offer clients long-term capital growth through investment in a diversified portfolio of global equities with a focus on UK blue-chip companies.
Complementing the existing Charles Stanley range of OEICs the Fund provides an investment vehicle for investors with a long-term investment horizon, typical of Court of Protection and Damages Awards cases.