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Trusts and
Planning

Trusts and Planning

Creating a trust can bring many financial benefits, including minimising inheritance tax, protecting your family’s assets against care home fees, and making sure you’re looked after as a beneficiary.

However, the legal and tax issues can be complicated, and there’s no single ‘off the shelf’ solution.

Professional, courteous advice on trusts and planning

We understand trusts and planning inside out, and can help you make sense of your risks and opportunities. Then we can help you prepare the best plan – for you and your intended beneficiaries. We’re approachable and personable, and we won’t baffle you with legal-speak.

Our expert advice covers:

  • trust planning
  • trust creation
  • UK or off-shore advice
  • sale or purchase of trust assets
  • supervision of income from trust assets
  • preparation of trust accounts
  • preparation and submission of trustee tax returns
  • disputes about trusts.

Let’s identify and implement the approach that’s best for you

Our award-winning team gives you access to a wide range of services, and to our in-depth experience across the entire spectrum of trust creation, including will trusts, lifetime trusts, charitable trusts, and trusts of death, benefits from life policies and occupational pension schemes. The most important thing is to identify the best option that can be tailored to suit your unique needs.

Working closely with fellow professionals

Trusts and planning will likely involve your accountant or investment advisor. We’re here to work seamlessly with them to provide you with a comprehensive and integrated package. We can even act as trustees if required.

Our experience includes:

  • assisting trustees by identifying that their trust hadn’t received all the assets that should have been transferred to it
  • advising on appointing assets out of the trust to avoid an Inheritance Tax charge
  • ensuring that capital gains tax holdover relief was claimed on the assets appointed out of a trust to defer liabilities
  • advising on the appointment of a revocable life interest to a trust beneficiary – resulting in an inheritance tax saving of over £70,000
  • helping beneficiaries establish that assets had been transferred out of the trust in error – resulting in an inheritance tax saving of over £200,000.

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