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Trusts Solutions

Home 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.

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We are what we repeatedly do. Excellence, therefore, is not an act but a habit
Aristotle

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:

IHT & Estate Planning
The wish to leave wealth to future generations...
The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often important factors. However, the understandable concern for...
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IHT & Estate PlanningInvestment Solutions
A lifetime’s accumulated wealth will include...
A lifetime’s accumulated wealth will include assets such as a private property, savings and investments, perhaps also shares. Where assets are liquid a...
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IHT & Estate PlanningInsurance Solutions
Where wealth consists mainly of illiquid...
Where wealth consists mainly of illiquid assets, such as property, an appropriate life policy in trust can provide the means to settle the Inheritance Tax...
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IHT & Estate PlanningWills & Powers of Attorney
You will be aware of the need to have a valid...
You will be aware of the need to have a valid Will, however this is often overlooked as is the need to regularly update the Will to ensure it continues to...
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IHT & Estate PlanningProbate Services
Bereavement can be very stressful for all...
Bereavement can be very stressful for all concerned without the added burden of dealing with a loved one’s estate.  Obtaining the grant of probate, which...
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We look forward to the future now as the past has been very stressful

We would just like to say thank you for the meeting this afternoon, we feel that we have made the right choice in putting our financial Investments with you.  It is a time of change for us and it is important that we feel someone is there to guide us as we move into a new chapter in our lives. We look forward to the future now as the past has been very stressful, and although it gave us financial security, it came at a high cost health wise.  A new less hectic life awaits us although I will have to stop spending so much on little rewards!
Fiducia Client

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).
Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.
Mr Brown Solicitor, Hadleigh in Suffolk

Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments.

I have had my pension with Fiducia for many years. I am not a big investor. Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to 'safe' investments, as the referendum was about to happen and as we have seen this was excellent advice. This is why they are so good. They suggest actions to the client and are in frequent contact. Previously I was with two different companies and was basically left alone and when I was contacted, it could be from any number of people, whereas the same person has always dealt with me at Fiducia. I have watched this company grow, always putting the client needs first and not just those with large pension pots!
Mrs Clibborn Business Owner, London

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.
Mr Lansdown Business Owner, Brighton, Sussex

You are always so calm, courteous and reassuring.

It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring.
Mrs Scott Retired, Colchester
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TrustsNews & Case Studies

Inheritance Tax- The Residence Nil Rate Band (RNRB)

Susie Laws, Senior Financial Adviser Posted in Inheritance Tax, Discounted Gifts (+2 more), on 26.10.17 Read The 2015 Summer budget announced the introduction of the residence nil rate band for inheritance tax.  This measure...

Trust Planning

John Millican, Managing Director and Financial Adviser 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

Fiducia Wealth Management 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

Fiducia Wealth Management 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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Gain further insight to all things financial

Watch the Fiducia YouTube channel for our Economic and Market updates.

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Fiducia Wealth Management | 2017 December Webcast

New lease of life

Susie Laws, Senior Financial Adviser Posted in Pensions & Retirement,
on 16.01.17
Read
Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth...

Market matters

Gordon Kearney, Director and Financial Adviser Posted in Fiducia News,
on 16.01.17
Read
Don’t let current global uncertainties affect your financial planning It’s important not to let current global...

Wealth preservation

Gordon Kearney, Director and Financial Adviser Posted in Inheritance Tax,
on 16.01.17
Read
Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue &...

ISA returns of the year

Gordon Kearney, Director and Financial Adviser Posted in Financial Advice,
on 16.01.17
Read
Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means for all...

Award Winners!

Fiducia Posted in Fiducia News,
on 16.01.17
Read
Fiducia Wealth Management are delighted to have been awarded Adviser of the year (East Anglia and the Midlands) at the...

Will you make provision for all those you hold dear?

Daniel Kern, Senior Financial Adviser Posted in Fiducia News,
on 16.01.17
Read
Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with...
Latest News from Fiducia



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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provide first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk boarder. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

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