Trusts can be useful for many families both in lifetime planning and estate planning.
There are different types of trust which can be set up depending upon your individual circumstances and those of your future beneficiaries. Each type of trust receives different tax treatment and can be adapted to different purposes.
To take full advantage of trusts in your tax and estate planning you need to receive expert help and advice.
Trusts can be useful for:
We can help you determine which types of trust are suited to your purposes, liaise with your solicitors as required and provide ongoing tax compliance and advice to the trustees.
We advise businesses and private individuals on a full range of services. Where we do not have the necessary experience or expertise, we will know someone who has. We have established a strong network of other professional advisers to whom to entrust our clients.