Trusts and estates

Planning for the future often means deciding what’s going to happen to your assets when you’re no longer around. A trust can be a great way to do it tax efficiently.

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Our trusts and estates service

What is a trust? It’s a way of holding assets and the income they earn for the benefit of one or more people in the future.

Setting up a trust is a good way to pass down assets without losing control over them. When they are set up using a tax efficient will, significant inheritance tax sums can be saved.

There are three basic types of trust, and we can help with them all:

  • Interest in possession trust
  • Discretionary trust
  • Accumulation and maintenance trust

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