Trust Planning

Trusts are a separate legal entity that can hold assets and make investments they are normally used to protect or determine the future direction of assets and to reduce tax.

Most pension schemes are set up under Trust law and we have extensive experience of making the best use or these arrangements.

By owning an asset through a trust or passing assets into a trust, you can potentially reduce income tax, capital gains tax, (CGT), and inheritance tax (IHT) liabilities. Once we know your financial details and your aspirations we can use our knowledge to identify the type of trust, and possibly investment opportunities within that trust, that are most appropriate for you.

Tax planning as an ongoing process as your circumstances may change and tax and other legislation may change. We can therefore offer ongoing advice on all our tax planning strategies.