Trusts & Asset Preservation Expertise

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.

You may also have family members who for reasons of young age, disability or other vulnerability would benefit from extra protection.

Our 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.

Trusts can involve complex areas of law and different types of trust exist that need to be considered for your own particular needs. These trusts may include bare / simple trusts, lifetime discretionary trusts, or discretionary will trusts.

If you would like to find out more about our wealth protection services, get in touch.