Trust Services- West London

We advise clients on the potential creation and management of trusts. They separate legal ownership from beneficial ownership.

We create them to preserve your hard-earned wealth – frequently as part of our inheritance tax planning service. They are useful for:

• 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.

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.

Contact us today to discuss creating or better managing your trust. You’ll be pleased you did.