Trusts – West London

We use trusts to preserve and protect your hard-earned wealth. We frequently use them as part of our inheritance tax planning service.
We advise clients on the potential creation and management of a trust for their specific purposes.
They are a useful tool in areas such as:
- Protecting assets from inheritance tax and care home fees.
- 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.
- Wealth management.
Trusts separate legal ownership from beneficial ownership.
Types of Trust
We’ll help you create, and manage, 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.
Contact us today to discuss creating or better managing your trust. You’ll be pleased you did.