Trust & Inheritance Tax

Protect your principal assets from claims by external parties including tax authorities and other legal challenges.

Tax Planning Trusts

Trusts are an exceptionally efficient tool for tax saving or reduction. However, many shy away from them, mistakenly believing they are too complex or costly to be worthwhile.

A trust is fundamentally a straightforward legal arrangement that segregates certain assets from your main estate for specific purposes. Whether you own a business, have dependents with special needs, possess substantial pension funds or life insurance, or are in a blended family, discussing your situation with a trust advisor could reveal considerable tax advantages and other benefits.

Types of Trusts

Inheritance Tax Planning

Utilise trusts like Business Property Trusts, Property Protection Trusts, and Pilot and Bypass Trusts to pass on wealth effectively while minimising tax.

Personal Finance

Set up trusts to manage the care and finances of vulnerable relatives without compromising their existing support structures.

How A Trust Can Serve You?

Protect Vulnerable Family Members: Safeguard the interests of children or relatives who need special care.
Tax Efficiency for Business Assets: Utilise your business assets in a tax-smart way.
Wealth Protection: Shield your wealth from various threats.
Reduce Probate Costs: Ease the financial and administrative burdens on your successors.
Secure Benefits from Life and Pension Plans: Ensure full retention of benefits.
Minimize Inheritance Tax: Strategically reduce tax liabilities upon asset transfer.
Estate Preservation: Guard your property against external claims.

Need Help With Tax Planning Trusts?

Protect your principal assets from claims by external parties including tax authorities and other legal challenges. Trusts are not exclusively for the affluent; they are a practical tool for managing and protecting family assets across generations, potentially controlling your estate for up to 125 years beyond your lifetime. Explore how setting up a trust can be more cost-effective than you think.

For bespoke trust solutions tailored to your unique circumstances, contact us today.