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Mr James Richardson
JR

Welcome back, James

Here's an overview of your trust portfolio.

Your Trusts 2 Active
The Richardson Family Trust
Discretionary Trust
Active
£1,247,500
Established 15 March 2019
Richardson Education Trust
Bare Trust
Active
£85,000
Established 22 September 2021
Portfolio Summary
Total Value£1,332,500
Active Trusts2
Next Review15 Mar 2026
Your RoleSettlor
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Documents

📄
Trust Deed - Richardson Family Trust
15 March 2019
📄
Letter of Wishes
15 March 2019
📄
Annual Trust Report 2025
1 December 2025
📄
Valuation Statement Q3 2025
1 October 2025
📄
Distribution Resolution - Sept 2025
15 September 2025
📄
Trust Deed - Education Trust
22 September 2021

Transactions

Annual Distribution
15 September 2025
-£25,000
Investment Income
1 September 2025
+£12,450
Management Fee
1 September 2025
-£3,118
Capital Gain - Fund A
15 August 2025
+£34,200
Dividend - UK Equity Fund
1 August 2025
+£8,750

Messages

Sarah Thompson - Trust Administrator2 Dec 2025
Your annual trust report is now available for review...
Sarah Thompson - Trust Administrator15 Nov 2025
Confirmation of the distribution made on 12th November...
Compliance Team1 Oct 2025
Annual KYC review reminder - please confirm your details...
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