Establishing a Trust can be extremely valuable in Estate Planning terms for a number of different reasons. 

When it comes to protecting assets and controlling the distribution of your estate, Trusts are essential and we provide a wide variety of different solutions depending upon your objectives. 

Despite changes in Taxation policy in October 2007 there are still very valuable reasons for establishing Trusts now as there are still very valuable Inheritance Tax benefits.

Furthermore having certain assets ring fenced in a Trust environment can ensure that your children are not disinherited through remarriage after your death, and ensure that they are protected from subsequent divorce settlements too.

Should a surviving partner become infirm and need to go into long term care funds in Trust would not feature in terms of Local Authority means testing.

In terms of saving Inheritance Tax, by putting funds into a Trust on your death or during your lifetime you can ensure that your children benefit without running the risk of the fund creating an additional Inheritance Tax burden for future generations.

Please Contact Us if you'd like more detailed information.