Tag: investing
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Balancing ESG Goals and Fiduciary Duties: A Trustee’s Guide to Ethical Investing
In today’s investment landscape, trustees are increasingly under pressure to integrate Environmental, Social, and Governance (ESG) factors into their investment strategies. Beneficiaries, regulators, and the broader public are demanding that investments not only deliver financial returns but also align with ethical and sustainable practices. For trustees of private and charitable trusts, the question is how…
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In the Spotlight: Re PW and Its Implications for Deputies
The legal framework governing the management of affairs for individuals lacking capacity has evolved substantially, guided by pivotal judgments from the Court of Protection (COP). Landmark cases including Re MWS, ACC v Others, and the subsequent Re PW have showcased the intricate scrutiny and elevated standards expected of professional deputies and trustees. Read on to…
Jessica Jarvis 