Trusts

We are committed personal wealth management specialists and have many years’ experience at using Trusts to safeguard your wealth.

We are happy to advise you on the type of Trust to suit your circumstances under the current rules, particularly if you are concerned about vulnerable members of your family. We will explain the law to you in jargon free language.

We guarantee that our advice to you is practical and realistic and suitable for your lifestyle.

If a Trust is not suitable for your circumstances, we will offer alternative options.

Last year’s Budget may have had an effect on any Trust that you have in place, and we will be happy to meet with you to discuss any necessary changes, under the current rules.

For further information, please contact us.

Tax Planning

We would be pleased to advise you on a course of action to preserve your personal wealth and minimise the impact of the following taxes:

• Inheritance Tax
• Capital Gains Tax
• Income Tax

We will ensure that any arrangements to mitigate your tax liabilities are in keeping with your current lifestyle and circumstances.

Last year’s Budget may have affected your current tax mitigation plans and we would be happy to meet with you to discuss any necessary changes, under the current rules.

For further information, please contact us.