Proactive protection
From ensuring that your farm is kept intact for future generations to protecting assets from erosion by care home fees, our expert team appreciates the importance of this planning process and has a wealth of experience in leveraging trusts to help you achieve your goals.
Our supportive team is highly experienced in the use of trusts, both within Wills and outside of Wills (often known as lifetime settlements) in an agricultural context. Whether managing ongoing trusts or creating new ones, we take the time to listen to your concerns and tailor our advice to your specific needs, enabling you to feel confident and assured in every decision you make.
We believe in taking a proactive approach when it comes to trust planning, ensuring that you are always one step ahead and anticipating any issues which may arise. Working in conjunction with other professionals (such as your accountant or land agent) we frequently create trusts for inheritance tax and other tax or estate planning purposes, helping to preserve and protect your farm and legacy for years to come.
Care home fee planning is an increasing concern for our clients, and we regularly advise on what can and can’t be done to protect assets from care home fees. This often involves the creation of trusts within Wills, to preserve assets for your loved ones wherever possible.
How we help
We understand that when it comes to these important matters, trust is key. So we believe in building long-lasting relationships with our clients, and work hard to earn and maintain their complete confidence by delivering exceptional service and dependable results.
Communication is a vital component of these relationships. Our team is always available to answer any questions or concerns as they arise, and we pride ourselves on our responsive and approachable nature, working proactively with your own team of advisors to achieve your aims effectively and efficiently.
We’re fully conversant with the requirements of HMRC’s Trust Registration Service and have a dedicated team which deals with the administration of ongoing trusts. Whenever it’s advantageous to beneficiaries, we are also happy to act as trustees, but we also offer support to clients who are trustees themselves, helping them effectively carry out their duties and increasing peace of mind.
To request further information or arrange a meeting with our team, please don’t hesitate to get in touch.