Trusts & lifetime settlements
Inheritance tax savings can be achieved through the use of trusts and discretionary trusts.
Trusts can also have other uses:
- To provide flexibility as to when and how beneficiaries receive capital
- To retain an element of control over assets
- To protect assets
- To hold funds for disabled persons
- To hold business property in the context of succession to the business
- To ensure that life policy proceeds will not be subject to inheritance tax
We can advise on the creation and administration of Discretionary Trusts, Life Interest Trusts, Insurance Trusts and Charitable Trusts.
Did you know we also do...
Wills & estates
Properly drawn wills ensure that your designated beneficiaries benefit, and also that inheritance tax is kept to a minimum.
Read more
