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

Our Trusts & Lifetime Settlements team can advise on the creation and administration of Discretionary Trusts, Life Interest Trusts, Insurance Trusts and Charitable Trusts.

call: 01483 302000  email:

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