Trusts & Asset Protection


Having accumulated a level of assets through the success of your business, or otherwise, you may have concerns about how those assets may be protected as they pass to your descendants. Our Asset Protection team can listen to your plans and ensure that your wishes are carried out in as advantageous and tax-efficient a manner as possible.

One of the possible options is the creation of a trust which can be tax efficient if set up correctly and can ensure that your assets are protected until such time as you want them to pass on.

Our Services

  • Establishment of Trusts
  • Bare/ Simple Trusts
  • Lifetime Discretionary Trusts
  • Discretionary Will Trusts
  • LinkedIn


Helen Ferguson