Trusts and estates

Setting up a trust within the UK tax system is a complex process and can be confusing.  We will work with you to identify to your objectives and advise you on how you can meet them through the use of trusts. If you are looking to protect your estate and provide continuity for the future, family trusts can be an effective solution and can bring Inheritance Tax (IHT) and Capital Gains Tax (CGT) advantages. 

Whereas a gift cannot be controlled once it has been given, setting up a lifetime trust enables you to have some control on how any wealth or assets are managed, even after having made the gift. A trust is a legal structure into which you can transfer your assets allowing you to make future provision for people (such as a member of your family), organisations and even your business. Our advisers regularly work with clients who wish to use trusts as a way of protecting their family's financial future, but there are a range of trusts available, so you should always seek professional and independent advice before setting up a trust.

As part of the legal arrangement for a trust you will need to appoint trustees who will be responsible for the management of the trust, and who have an obligation to ensure that it is being run in accordance with the terms of the trust and in the beneficiaries’ best interests.

As a Financial Services Group, we have an in-house advisory team who offer tax advice to individuals and businesses in relation to setting up and managing a trust.

In addition, our tax advisers work alongside our Financial Planning department. allowing us to offer our clients a truly joined-up approach to managing wealth and mitigating your tax liabilities in order to achieve the best outcome for you.
To arrange a meeting or to speak to our independent financial planning or tax teams call us on 0330 058 6559
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