Trusts

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We often use Trusts to pass on wealth securely. Trusts can also be valuable to ensure your estate reaches your intended recipients, particularly if you need to consider vulnerable family members.

Talk to us if you would like to find out more about:

• Trusts – in the UK or overseas
• Will Trusts
• Life interest, discretionary and protective Trusts
• Trusts for children or vulnerable or disabled beneficiaries
• Charitable Trusts

Establishing a Trust

Our Inheritance Tax Consultants will walk you through all the options, helping you choose the Trust that is right for your unique circumstances.

Ongoing advice and support for your Trust

After its creation, there is nothing more for you to do. We will handle the day-to-day administration, and prepare annual accounts, tax returns and computations for the Trust. We can even act as a trustee if necessary.

And for as long as the Trust is in place, we will be here to provide ongoing advice – or step in if anything needs to change.