Protect Your Assets, Provide for Your Loved Ones

A trust is a legal arrangement allowing you to set aside assets for chosen beneficiaries, with clear rules on how and when they can access them.

Trusts can be powerful tools for family protection and tax planning.

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When a Trust can Help

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• Provide for children or vulnerable relatives.

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• Control inheritance timing and conditions.

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• Protect assets from divorce or bankruptcy.

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• Reduce inheritance tax.

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• Keep arrangements private.

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Trusts for Families 

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If you want to support your family without giving them full control over assets straight away, a trust can provide structure and safeguard wealth.

This is especially useful for young beneficiaries or those needing ongoing support.

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Trusts for Tax Planning

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When used as part of a wider estate plan, trusts can minimise inheritance tax and help pass on wealth efficiently.

We’ll guide you through the complex rules and ensure your trust is legally sound and tax-efficient.

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Our Process: 

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1.     Consultation – discuss your goals and family circumstances.

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2.     Planning – choose the right trust type for your needs.

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3.     Setup & Registration – we prepare and register the trust.

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4.     Ongoing Support – advice for trustees and beneficiaries.

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Check out our handy, downloadable guides for more information: 

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Speak to us today about setting up a trust — and start protecting your future