Trusts

Effective use of trusts

Trusts are often thought of as only for the wealthy, but can be equally valuable in reducing tax liabilities for people with more modest assets.

As legal arrangements that allow you to give away assets in a tax-efficient, controlled way, trusts can be particularly useful as part of estate planning for couples who are not married or in a civil partnership, or where arrangements for passing on wealth are made more complex by previous marriages where stepchildren are involved.

We’ll work with you to explore how trust solutions can benefit you and your family, creating a flexible, well-drafted trust that can play a key role in your longer-term tax and financial planning.

In addition, we can advise on the preparation of your will and act as trustees or executors, if required.

For more information on how we can help you plan for the future, please contact us.