For trustees

Being a trustee is a big commitment. We help professional and non-professional trustees meet their responsibilities with confidence.

Peace of mind that the financial affairs of your trust are in order

As a trustee, you’re required to uphold various legal requirements. These can be complex, so it’s important to seek advice from an experienced professional who can advise you on the investment and administration of assets in trust.

We have a wealth of experience working with charities and trusts, providing sound financial advice, and helping our clients look after the interests of their beneficiaries.

Why choose us

Our services for trustees

Support and guidance

Trusts are a complex area. Our highly qualified and experienced planners understand the duties and responsibilities you face. They’ll support you in your role with expert advice on matters such as trust tax planning, investment management, and the passing of funds to beneficiaries.

Investment management

As a trustee, you may be required to preserve capital for your beneficiaries, or to plan for both income and capital requirements. We’ll help you to produce an investment strategy and construct a tax-efficient portfolio for the trust assets. We’ll then regularly review performance to ensure the strategy remains on track.

Review of existing arrangements

Receive an independent review of your financial objectives, existing investments, ongoing portfolio administration, tax arrangements, and cashflow forecasting. Gain reassurance and confidence that your investment decisions are being made in the best interests of your beneficiaries and within an acceptable level of risk.

Tax planning

As a trustee, you’re responsible for reporting and paying tax on behalf of the trust. We’ll help you understand your obligations and any exemptions and mitigations that are available. By avoiding unnecessary tax burdens, you can ensure more of the trust assets remain available for their intended purposes.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance.

How we work

1. Initial review

People seek financial advice for many different reasons, so it’s important that we fully understand what you want to achieve. At our first meeting, we’ll gather information about you to help define your needs and priorities.

2. Analysis

We can then begin the process of analysing this information to build your personalised financial plan, tailored specifically to your particular goals, needs, and circumstances.

3. Research

Next, we select the most appropriate products and providers to put the plan in place. As an independent firm, we can search the whole market for the best solution for you.

4. Discussing our recommendations

We’re now ready to present our advice to you. We take great care to ensure we explain our advice clearly and that we give you plenty of time to ask questions.

5. Implementing your plan

If you’re happy with our recommendations, then we’ll immediately start putting them in place. We’ll act between you and the product provider, taking care of all the administration.

6. Ongoing advice

Our ongoing advice ensures your financial plan remains on track and that your investments remain suitable for your needs as they change over time. We’ll meet at least once a year.

What our clients say

What is the biggest benefit you get from working with Forrester Boyd Wealth Management?

“Peace of mind knowing someone will have an answer to my question.”*

*Client response from 2022 client survey

What is the biggest benefit you get from working with Forrester Boyd Wealth Management?

“Knowing that my finances are being managed by someone more qualified than me who knows how the markets operate.”*

*Client response from 2022 client survey

Our clients rate our services 8.47/10 on value for money.*

*Result from 2022 client survey

What is the biggest benefit you get from working with Forrester Boyd Wealth Management?

“Peace of mind that our finances are being taken care of in the best possible way.”*

*Client response from 2022 client survey

The results from our 2022 client survey showed:

of our clients said they believe working with us has helped or will help them to achieve their financial goals.
of our clients would recommend us to their friends, family or colleagues.
of our clients are satisfied with the speed of response from their adviser.
of our clients are satisfied that we understand their needs and objectives.

Get in touch

Talk to us about your financial objectives and lifetime goals. We’d be delighted to hear from you.