Family Trust Fund Services – West London

Most new clients are initially unaware of the substantial savings we achieve by setting up and managing their trust funds. 

You’ll preserve your hard-earned wealth because you’ll receive comprehensive, tailored trust fund and tax advice – for your specific needs. Often it’s part of our inheritance tax planning service. 

Trust Fund Uses

Trust funds are often used for:

• Protecting your assets from inheritance tax and care home fees.
• Wealth management.
• Providing a secure income stream for the vulnerable and disabled without giving them responsibility for their assets.
• Holding assets for minors or vulnerable loved ones who can still benefit from the assets.
• Employee ownership.

Types of Trust

We’ll help you create the type of trust that best matches your requirements:

• Bare Trusts – These protect disabled or vulnerable individuals (they are not used for tax purposes).
• Income-in-possession trusts – These provide income to your beneficiaries, but your capital is not made available to them.
• Discretionary Trusts – These are managed at the complete discretion of your trustees.

Our Trust Fund Resources

• We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to manage your trust fund – and are small enough to care.
• Our trust fund services are backed by:
  • An in-house Chartered Tax Advisor (CTA). CTA is the UK’s highest tax qualification.
  • Tax staff who have previously worked for HMRC, so we know how to work with them on your behalf effectively. 
  • 70 staff – all based in the UK to maintain quality.

Next Step

Contact us today to create or better manage your trust. You’ll be pleased you did.