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Trusts
Trusts are efficient vehicles to protect assets against tax. They are also useful to pass assets to future generations outside the Inheritance Tax net, or to provide for future care-home fees.
Trusts can be setup during your lifetime or on your death under the terms of your will. You can use trusts to restrict control over your assets, or to specify at what age or under what circumstances beneficiaries can have them.
We have specialists who can advise whether or not the setup of a trust is right for you and if so, what kind of trust will be most beneficial. Whether you need a discretionary trust, accumulation and maintenance trust for children, or interest in possession trust, we provide you with the necessary information, liaise with your legal advisors, take care of the annual trust accounts, self-assessment tax-returns, tax payments and policy statements and can act as a trustee if need be.
For a free consultation, contact Barrie Price or find and office near you.
