Trustee Financial Planning

Trustees face a real need for advice on investment strategies, taxation, risk and reward. The position of trustee also brings with it many duties and responsibilities that can be very onerous. The Trustee Act 2000 imposed on trustees a new standard of care and requires all trustees to obtain and consider proper advice to ensure that trust assets meet the needs of the beneficiaries.

Chester Financial Wealth Management provides an investment advice service for Trustees to ensure they meet their Trustee Act obligations.

We advise on many types of trust including:

• Personal Injury Trusts
• Trusts for bereaved minors
• Trusts for disabled or vulnerable persons
• Estate planning trusts
• Will trusts
• Business trusts

The Financial Conduct Authority does not regulate Tax Planning and Trusts.