Estate Planning and Trusts

Protecting your wealth and assets requires strategic planning. Depending on your circumstances, a Trust can be beneficial in providing an effective shelter to ring-fence your family capital.

We will work with you to decide whether a Trust is right for your needs. Potential benefits include:

  • Reducing the exposure of your estate to Inheritance Tax
  • Protecting your personal and business assets more so than if they can passed directly down to descendants or beneficiaries of your choosing
  • Providing for beneficiaries who are either too young or vulnerable and would struggle to deal with financial matters themselves

We can help you to identify which type of trust fund is best for your particular circumstances.

We will also advise you which assets should be placed in a Trust in order to minimise your Inheritance Tax bill.

What would happen if you died without a Will?

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Find out how to protect your estate

Get started with this online tool and we will arrange a free call back to discuss your options in more detail

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