Wealth
Protection
Services
Trusts

A Trust can be an invaluable tool when looking to pass your wealth to the next generation or when looking to create a charitable legacy. They can also provide significant tax benefits when structured correctly. We can guide you every step of the way.

For many people, Trusts can seem very complicated. We take the time to understand what you are trying to achieve and whether a Trust will help you to achieve your aims. We’ll then explain (in plain English) how the Trust will work.

We routinely advise on the following areas:

  • Creation of a Trust and advising on the tax implications of doing so

  • Ensuring all tax reliefs are claimed on transfer of assets into Trust

  • Registering the Trust with the tax authorities

  • Advising on Trusts for those who cannot look after themselves

  • Completion of annual tax returns for the Trust

  • Completion of Trust accounts for Trustee approval

  • Advising on tax efficient distributions to beneficiaries

  • Tax planning in advance of a ten-year anniversary

  • Advising on the inheritance tax position of 10 year anniversaries or where capital is removed from the Trust

  • Completion of all inheritance tax forms in relation to Trust events

  • A general review of the Trust to ensure that it continues to be effective

  • Advice on the most tax efficient way to wind up a Trust

We would be happy to explain the different types of Trusts available to you, but also whether a Trust is right for your circumstances.

To see how we helped one family wind up a Trust, read our Trusts Case Study.

You may be an existing Trustee looking for a proactive adviser, in which case, please contact us for a free no obligation meeting. During this meeting we would discuss our Trust review; a review that will help you fulfil your trustee duties, meet all reporting obligations and optimise any tax planning opportunities.