Trusts Solutions
Lifetime transfers of wealth can be made in trust as a form of asset protection and to ensure monies reach the intended beneficiaries. Get in touch with our trust financial advisors for professional trust planning.

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.
Further information about IHT & Estate Planning:
TrustsNews & Case Studies
Trust Planning
Posted in Financial Advice, Trusts on 20.07.10 Read Some good news for trust planning The Perpetuities and Accumulation Act came into effect on 6 April and introduced two...Inheritance Tax Assessment Service
Posted in Financial Advice, Trusts on 28.11.09 Read The vast majority of us have little option over the amount of tax we have to render unto Caesar (aka Mr Darling). While...Fiducia News
Posted in Financial Advice, Trusts on 02.02.09 Read Our Practice Manager, Sarah Travers is due to begin six months maternity leave from the end of June and as a result we have...
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