Trust & Estates

Trust services

Trusts can be created during a lifetime or in a will.  Our role is to discuss your needs and requirements and to work out the best kind of trust for your situation.  For example:

  • To protect vulnerable beneficiaries, such as disabled people or children who have lost a parent.
  • ‘Interest in Possession’ where beneficiaries have a right to all the trust income.
  • Discretionary trusts where the trustees decide whether or not to pay income and capital to the beneficiaries.

Estate Services

Following a death there can be income tax, capital gains tax  and inheritance tax to consider and the relevant forms to complete for HM Revenue and Customs.

We can also assist with the redirection of estate assets and advise on tax savings where advantageous and  the beneficiaries agree.

Impartial financial planning advice

Our Independent Financial Planners are also on hand to offer financial advice in areas such as investments, pensions, and insurance protection.

Frequently asked Questions

Trusts can be a complex area for tax but are also highly tax efficient. We can explain in detail how they work and advise you from the initial creation to the annual ongoing administrative requirements.

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If you’d like to talk to us about Trust or Estate services, call us for a confidential no-obligation chat. Our partners are waiting to hear from you.
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