trusts-and-tax-adviceTrusts can be one of the most effective ways of saving or mitigating tax. The problem is most people think that they are too complex or too expensive so they don’t explore the options.

In reality a trust is a simple legal mechanism that sets assets aside from other assets for a specific purpose. If you have a business, a vulnerable child or relative, a pension, life insurance or if you are in a second relationship then a chat with a trusts advisor could open your eyes to significant Tax and other benefits.

Call us today 0800 612 4512 to find out more.

  • Protect a Vulnerable relative or child.
  • Make Tax efficient use of your business assets.
  • Protect your assets against threats to your wealth.
  • Save on Probate costs and make provisions for multiple generations.
  • Ensure that Life and Pensions benefits are fully retained.
  • Save Inheritance Tax
  • Protect your Property

Here is a short description of the types of tax planning Trusts available:

Tax Planning Trusts

Trusts for Tax Planning can be very effective when planning for Inheritance Tax and passing your wealth through the generations, whether we are making best use of your business assets through a Business Property Trust, Generation skipping with a Property Protection Trust or using Pilot and Bypass trusts to pass assets outside of your estate we can come up with a solution to minimise your tax liability and pass on assets effectively.
Call us today 01778 752861 for your tailored solution.

Trusts for Vulnerable People

Having a vulnerable person in the family is often a full time occupation, but what will happen when you are not around, who will look after them and their money?
A Vulnerable persons trust can ensure you make provision for your relatives without affecting their care package. You can appoint Trustees to look after their assets and set out your wishes about their continuing welfare.
This type of trust can be very Tax Efficient but you will need specialist advice when setting it up. Call us now on 01778 752861 We Can Help.

Property & Asset Protection Trusts

As we get older threats to our assets come from many corners in many forms, The Taxman, Your Local Authority, Ex Daughters and Sons in Law are among the most frequent.
It is often possible to protect your main assets against these and many other threats, you can also use protection trusts to save on probate fees and to enable multi generational wealth planning.
Asset and Property Protection Trusts are not for everyone, but if you need advice on suitability and setting one up give us a call today 01778 752861

Having a family trust fund is not just the preserve of the rich and entitled it may well be that a family trust will be right for you and your descendents. To find out just ask.

A trust should never be expensive as it should always save more than it costs to set up. Family trusts can help solve disputes before they arise and can give you control of your assets for up to 125 years after your death

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