A Trust can be set up during your lifetime or through your Will and can be used as a practical tool in conjunction with Inheritance Tax planning.

What we can DO to assist you:

We are committed personal wealth management specialists and have many years’ experience minimising the impact of Inheritance Tax and using Trusts to safeguard your wealth and protect vulnerable members of your family.

Without professional advice on tax planning matters your assets could be greatly diminished. We will advise you on how to preserve your personal wealth and minimise the impact of Inheritance Tax, Capital Gains Tax and Income Tax.

Our specialist lawyers will advise you on the type of Trust to suit your circumstances. Whether you need to include a Trust in your Will to preserve your assets and protect members of your family or whether you need to set-up a lifetime trust for loved ones.

We will explain the law to you in jargon free language and we guarantee that our advice to you will be practical and realistic and suitable for your lifestyle.