Wealth Management

Investment Trusts UK

Trusts are often established to protect estates and to minimise the risks and costs associated with future divorce settlements, creditors, long-term care and taxation charges. Therefore, they can give you more control over your assets and allow your chosen family or friends to benefit from the inheritance that you want them to receive.

We have significant experience in dealing with Trusts and Estates and are able to provide specialist advice to help you set up and manage a Trust that is tax efficient and meets you and your family’s wishes.

Our services include advice on:

• Whether setting up a Trust is right for you
• Establishing and registering the Trust
• Acting in an individual capacity as your Trustee or Executor
• Preparing accounts for a Trust
• Closing a Trust and unwinding its tax status

We take the time to understand you and your family circumstances and financial arrangements, and will then advise you as to the most appropriate Trusts or structures for your situation.