When it comes to estate planning and business succession planning, setting up a trust can be a way of protecting family wealth.
Setting up a trust can for example reduce your inheritance tax liability within your estate, hold assets and property for a beneficiary until they come of age, provide for a charity, or family expenses such as children’s education or maintenance.
Our experts can help you select the type of trust that is best suited to your situation and objectives. Trusts are particularly useful for holding shares in private companies as part of a family financial structure or tax plan.
We’ll explain the tax implications to enable you to plan and make decisions for the future.
Contact us for more information.