Welcome back, James

Here's an overview of your trust portfolio managed by Ingenious Trust Services.

Your Trusts 2 Active

The Richardson Family Trust

Discretionary Trust

Active

£1,247,500

Established 15 March 2019 • Last valued 1 Dec 2025

Richardson Education Trust

Bare Trust

Active

£85,000

Established 22 September 2021 • Last valued 1 Dec 2025

Portfolio Summary

Total Value£1,332,500

Active Trusts2

Next Review15 Mar 2026

Your RoleSettlor

My Trusts

The Richardson Family Trust

Discretionary Trust • REF-2019-0315

Active

£1,247,500

Trustees: Ingenious Trust Services Ltd • Beneficiaries: 4

Richardson Education Trust

Bare Trust • REF-2021-0922

Active

£85,000

Trustees: Ingenious Trust Services Ltd • Beneficiaries: 2

📄 Trust Deed - Richardson Family Trust Mar 2019

📄 Letter of Wishes Mar 2019

📄 Annual Trust Report 2025 Dec 2025

📄 Valuation Statement Q3 2025 Oct 2025

📄 Distribution Resolution - Sept 2025 Sep 2025

📄 Trust Deed - Richardson Education Trust Sep 2021

Sarah Thompson - Ingenious Trust Services 2 Dec 2025

Your annual trust report is now available for review. Please let me know if you have any questions...

Sarah Thompson - Ingenious Trust Services 15 Nov 2025

Confirmation of the distribution made on 12th November. The funds have been transferred as instructed...

Compliance Team - Ingenious Trust Services 1 Oct 2025

Annual KYC review reminder - please confirm your details are up to date by clicking the link below...