trusts and tax planning

Recent tax legislation has made the task of protecting wealth for future generations all the more complicated. Trusts can still provide a means of holding your assets in a flexible and effective way to preserve your family’s wealth – now and for future generations.

Our highly specialist team which includes members of the Society of Trust & Estate Practitioners - STEP - will be able to give you expert advice based on your particular circumstances, and can deal with any administration involved in the Trust. In addition, if you wish to have the security provided by an independent Trustee one or more of our partners can fulfil the role.

Our team is also able to assist in post death tax planning so as to minimise any Inheritance Tax that may be payable.

Contact Ken Saunders, Elizabeth Neame or Pat Powell to find out more.