Trusts and Planning
A trust is a fund containing assets that are controlled by the person setting up the trust and/or a nominated third party for the benefit of a specific individual(s).
They are governed by complex legal regulations and separate tax rules. We can provide expert advice on trusts and their tax implications.
To find out more about Trusts and Estate Planning please contact us.
Inheritance Tax Planning
When trying to minimise the inheritance tax payable on an estate by beneficiaries, there are considerations to be taken into account depending on the circumstances.
Subject to these particular circumstances, the size of the estate and various other factors we can help you plan by providing a list of options with a view to making sure your estate pays the minimum amount of inheritance tax.
To find out more about Inheritance Tax Planning please contact us.
Long term care planning
You may have understandable concerns about the possibility of long term care in your later years – and how that may impact on your family finances. We can advise in full as to the potential advantages – and disadvantages – of transferring property to other family members.
To find out more about long term care planning please contact us.
