Young children

Trusts for Minors

For Clients coming into sums of money, we offer smart solutions to keep their finances safe and secure, throughout every walk of life. We offer support setting up Trust Bank Accounts, and where appropriate offer investment advice for Clients hoping to make their money go further.

Training details

A Trust for a Minor helps those under the age of 18 to avoid losses and unnecessary risks using the Court Funds Office to maximise their investment potential. A TFM protects minors from potential financial abuse and provides the option to convert a TFM into a PI Trusts once the Claimant reaches adulthood. This offers the Claimant financial protection throughout their lifetime.

  • 22/8/2023
  • CPD 1 hrs
  • Home

The session will cover

  • Understanding how funds for minors are treated if held in court
  • Consideration of the available options for funds for minors
  • Understanding the factors to consider when applying to move funds into a trust
  • Appreciating ‘best practice’ with judicial guidance

Training facilitators


Ashley Howell

Presenter Frenkel Topping Limited

Ashley joined Frenkel Topping in 2017 as part of the graduate scheme and now serves as a Consultant. Her responsibilities include supporting clients throughout litigation and providing financial advice post-settlement.

Knowledge Hub is a trading style of Frenkel Topping Group PLC which is registered in England and Wales no: 04726826
Registered Office Address: Frenkel House, 15 Carolina Way, Salford, M50 2ZY