Trusts and executorships

As well as making a Will, you can use a family trust to pass on your assets in the way you want or to look after those you want to pass on to beneficiaries who cannot immediately manage their own affairs.

Trusts are relatively straightforward, tax efficient vehicles to safeguard assets for future beneficiaries outside of the broadening Inheritance Tax net. By taking a detailed look at your personal financial situation we can advise you of the most suitable trust for your needs and, if necessary, assist your solicitor with setting up the trust. If you need a solicitor, we can draw on our network of trusted professionals to make a recommendation.