Trusts

Trusts can be used to protect family Wealth.

A Trust is a legal arrangement set up by deed which allows you to place money, property or assets under control of up to four named Trustees. A Trust can allow you to protect and manage your property and assets against tax and care home fees as well as provide for your family

We can also help you provide for disabled relatives and vulnerable children through the setting up of Trusts

We can also help you if:

• You have an existing Trust or are a Trustee. We can help you manage the Trust on a day to day basis including the preparation of any legal documentation that may be required
• You are a Trustee of a Trust which is coming to end. We can assist you with finalising the Trust including dealing with any tax implications that may arise
• You are a beneficiary who wants advice on your rights under a Trust, the tax effect of the Trust on your position and the duty of the Trustees to look after your interests 
• Accountancy Service for Trusts