Protection when it counts
Trusts are a valuable tool for tax and estate planning purposes. Whether you’re looking to create new trusts, or are seeking help with their ongoing management, our team will tailor our advice to your specific needs, helping you make these important decisions with confidence.
Our specialist team has experience in creating a wide range of trusts, helping clients optimise estate planning and prepare for the future – for example, ensuring assets are sensibly managed for young or vulnerable beneficiaries. Care home fee planning is also an increasing concern for our clients, and we regularly advise on what can (and cannot) be done to protect assets from future care home fees. This often involves the creation of trusts within Wills to protect assets for your loved ones.
We are fully conversant with the requirements of HMRC’s Trust Registration Service and have a dedicated team which streamlines the ongoing administration of trusts. Where it is in the beneficiaries’ interests, we are happy to act as trustees, but also offer a full menu of services to clients who are trustees themselves. This helps them carry out their duties effectively and increase their peace of mind.
How we help
We pride ourselves on the long-lasting relationships we build with our clients – a testament to the results, support and high quality advice we are able to provide for them. Trust is the key to successful estate planning, and we work hard to earn and maintain it, by delivering exceptional service and results.
Where appropriate, we’re always happy to work with other professional advisors, such as your accountant or financial advisor, to achieve your aims. Our team is always available to answer any questions or concerns you may have – you’ll find us responsive, approachable and very happy to help.
Speak with our team today to learn more about how we can support you with Trusts.