Trusts can be extremely useful for those who wish their family to benefit from their wealth but do not want to pass it to them outright.
A trust may also help protect assets in the event of future matrimonial disputes and from means-testing for care home benefits.
Family wealth protection trusts can be established under your Will or as part of your ongoing lifetime tax planning. Our specialist team can advise you on the options available and which solution may be right for you.
We Advise On:
- advising on the protection offered by trusts
- creating trusts during lifetime and by Will
- the tax regimes for trusts
- trustees’ powers and duties
- trust administration
What clients say
A “down to Earth” and very friendly company.
Geoffrey & Maureen Mole