Trusts

September 2016

Setting up a trust

By |September 30th, 2016|

Choosing the right structures can protect assets and give your family lasting benefits
The structures into which you can transfer your assets can have lasting consequences for you and your family, and it is crucial that you choose the right ones. The right structures can protect assets and give your family lasting benefits. A trust can […]

June 2015

Discretionary trusts

By |June 22nd, 2015|

Discretionary trusts are where the trustees decide what happens to the income and captial throughout the lifetime of the trust and how it will be paid out.  There is usually a wide range of beneficiaries however no specific beneficiary has the right to income from the trust.
A few trusts will now have to pay an […]

Different trust solutions to managing your wealth

By |June 18th, 2015|

There are many different types of trust solutions, all individually designed with a particular purpose in mind. Some types of trusts are treated differently for inheritance Tax purposes.
Many people would like to be able to make gifts to reduce IHT however are concerned about losing control of the money, this is where a trust could […]

May 2015

The purpose of a trust

By |May 18th, 2015|

Trusts may be set up for a number of reasons, for example:
• To control and protect family assets
• When someone is too young to handle their affairs
• When someone can’t handle their affairs because they are incapacitated
• To pass on money or property while you are still alive
• To pass on money or assets when […]

What are Trusts

By |May 15th, 2015|

Helping you control and protect your assets
One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you obtain independent financial advice so that you […]

April 2015

What are Trusts ?

By |April 15th, 2015|

Helping you control and protect your assets
One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you seek independent financial advice as you will […]

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