Trusts & Estate Planning

A strategy for providing tax efficiency & security of assets

A trust is a useful tool in a variety of circumstances

During your lifetime you may wish to consider setting up a Trust for Inheritance tax planning purposes or for the benefit of a vulnerable child (or adult), to ensure they have adequate income during their lifetime, whilst the Trustees look after the capital.

You may wish to consider including a Trust in your Will, perhaps to preserve assets from erosion by Care Home fees or to protect a vulnerable beneficiary.

A Trust may also be used to provide security for your spouse or partner, and at the same time, ensure that on the death of your spouse or partner, there are funds to pass on to your children.

This type of Trust is particularly relevant where a couple have children and step children and wish to ensure that both sides of their respective families ultimately benefit.

We can advise existing Trustees on issues relating to the administration of a Trust or we can act as a professional Trustee, either individually or in conjunction with a lay Trustee.

We can also advise you on the winding up and dissolution of Trusts and the various tax implications.

Please feel free to call a member of our team for an initial discussion about your requirements (free of charge).

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