Inheritance Tax Planning and Lifetime Trusts


 There are many reasons for creating a trust during one’s lifetime.  These include Inheritance and Capital Gains Tax planning, and protective arrangements for people we wish to benefit.  A trust will normally put an asset or fund aside to be used in a particular way as specified in your trust deed.

You can set up your trust to preserve and control assets, to benefit people who you think might not be able to manage money themselves, and to minimise the impact of Inheritance Tax which might be payable on your death.

Please contact us to discuss whether a trust may be appropriate for you.

Tel: 02392 828131

Shaun Visser

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