Can I invest the trust fund to target a return on the award capital?

Yes. You may invest in any way you would have invested personally outside of a trust arrangement with few exceptions. Consequently you should be able to benefit from the same or similar level of returns available outside of the trust. The return achieved would belong to your trust and simply increase the capital held within the trust and continue to be disregarded in relation to any entitlement to means tested state benefits.

My name is Amy and I am now 24. I have cerebral palsy, which I why I can’t talk or walk. This often means people don’t realise I am otherwise a normal human being.

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My name is David. I’m 52 years old and live with my wife, Lesley, and ‘Bernie’ our very affectionate and inquisitive Jack Russell. I was involved in a serious accident at work in 2005 and broke my back and suffered an acquired brain injury.
I am Jack's Mum and Court of Protection appointed Deputy. Jack has cerebral palsy, which has a profound impact on every aspect of his daily life.
It is rare that the investment of an award of damages is the sole solution to our clients lifetime needs. But the importance of investing an award of damages with a suitable degree of investment risk, in a manner that meets expectations should not be underplayed; it takes many skills, understanding, experience and a tested methodology.

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