Trusts

A Trust Deed is a legal arrangement that places property under the control of appointed trustees, to administer to the benefit of those named in the Deed or Will. A trust can be a great way of managing and protecting your assets during your lifetime and beyond and can also reduce the amount of inheritance tax payable on your death.

We help clients to draw up their Trust Deed, making the best of their assets and investments. We can also take over and administer existing trusts and help prepare any appropriate legal documentation. We work closely with our investment department to obtain appropriate advice on the investment of trust assets.

Trusts are separate legal entities and are taxed independently for income tax, capital gains tax and inheritance tax purposes, so they are an effective means of separating your estate to avoid tax generally.