A Trust is a vehicle, created by a deed, into which assets (the trust property) are passed by a person, person’s or organisation (the settlor) to people or organisation’s (the trustees) who are legally responsible, and have a fiduciary duty, to hold and utilise these assets, according to the terms of the trust, for the benefit of one or more individuals or organisations (beneficiaries) specified in the trust.
By using a Trust one can distribute assets efficiently, flexibly and effectively (estate planning), avoid or mitigate tax (tax planning) safeguard and, or preserve the continuation of personal assets (asset protection and preservation) or business assets (business preservation) or make charitable benefit (charitable giving)
Through our Trust Planning Service you will get our expertise, built up over many years and backed by specialist qualifications, in all these areas with help, advice and guidance. Our consultants are well versed in all the latest trust laws and schemes that can be used to facilitate whatever it is you want to achieve. So to see how we can help you to safeguard, preserve or distribute your assets as and when you wish as well as to whom you wish, ring on 0845-6756749 or clicking here now.
Nowhere is our service more pertinent for the medical professional than in the area of Inheritance Tax Planning, when estate and tax planning come together.
It was Benjamin Franklin who famously said “The only certainty in life is death and taxes”