Trusts & Tax Planning

>>Trusts & Tax Planning
Trusts & Tax Planning 2017-05-18T14:49:10+00:00

What about Trusts?

A Trust is an arrangement where someone looks after money or property on behalf of someone else.

Trusts can be useful to manage money or property, or to preserve assets in the event of death. Trusts can also have tax saving advantages, if they are set up and administered properly.

For some clients, it makes sense to set up a Trust, either because there are tax benefits, or because they need a mechanism for someone to be able to manage money or property for a vulnerable beneficiary, for example.

We can provide you with a full review of your personal and tax affairs to ensure that you benefit from all available options to minimise your tax liabilities.

We can also make sure that those who you want to ultimately benefit from your estate, do so.