Trusts

A trust remains an attractive estate planning vehicle to protect families, their wealth, and their beneficiaries. A trust can be established either in your lifetime or through your will, to best meet your needs. A trust can also be a valuable structure to help you mitigate Capital Gains tax and Inheritance tax through the transfer of assets, alongside other tax efficiencies.

We help you decide how a trust might benefit you, alongside supporting you with the tax and compliance obligations. We recognise that circumstances change and work alongside you and the trustees during the life of the trust, ensuring it remains appropriate for your needs.

Where you want to control the income, assets and capital whilst not retaining the ownership of assets
Where you have vulnerable, young or disabled beneficiaries
To protect family wealth on marriage or death
Where the landscape, personal, tax or economic is uncertain providing an opportunity to make future decisions with certainty
To assist you with your estate and Inheritance tax planning
Using an excluded property trust for non-domiciles
Protecting assets from future life events, such as divorce, marriage, or bankruptcy
Keeping assets outside of your chargeable estate using pension funds, life policies and insurance

Meet some of the Private Client Services Team