Private Wealth Trust Management

The Family Trust – Simply explained

After you pass away, you would like to ensure that your wealth is properly managed and distributed amongst the people who depend on you. You would like them to benefit from your wealth that you have left behind, the way that you intended.

One must consider the effects of Inheritance Tax on trusts & how this would impact on the use of trusts in the future. There is significant planning to bee done around this.

We can help you to achieve control over what happens to your estate, both immediately after you pass away and for the future generations to come. This is the purpose of a trust.

Whilst much of this can seem complicated & you will likely have many questions around this, it is best to discuss this with an experienced advisor. Please complete the simple below contact form so we can get in contact with you to discuss your Trust planning.

Want a great advice on managing your wealth & finances ? We look forward to hearing from you so we can help you with setting up a trust.

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Trust Definition Explained in more detail:

A trust is a legal arrangement where property such as real, tangible and intangible, is managed by a person or persons or an organization, for the benefit of another. The trust is created by a person know as a settlor, who entrusts some or all of his or her property to people of his choice, these people are known as the trustees. The trustees will then hold legal title to the trust property, but they are obliged to hold the property for the benefit of one or more individuals or organizations.