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Wealth Management & Wealth Preservation


Lifetime transfers of wealth can be made in trust as a form of asset protection and to ensure monies reach the intended beneficiaries.

Depending on the type of trust used, assets gifted during your lifetime will usually fall outside of your estate for Inheritance Tax purposes 7 years after transfer to the trust.

Trusts are also necessary where assets are left to children, whether gifted during your lifetime or on death through your Will.

The Trustee Act 2000 places a number of obligations on trustees, including the need to obtain investment advice where appropriate and to regularly review investments.  We are experienced in advising on the most appropriate form of trust to use, often working in conjunction with solicitors, the role of trustees and in devising, implementing and reviewing a suitable investment strategy.