New Trusts

We can advise on all aspects of tax mitigation using trusts.

The changes to the trust regime announced in the March 2006 budget radically alter the inheritance tax regime and the pre-existing “level playing field” between outright gifts and gifts to trusts.  The discretionary regime continues to offer a relatively benign environment for those who seek tax efficiency and are comfortable with the medium term view.  In addition, where there are practical “non trust solutions” to inheritance tax issues these will be considered on an equal footing to traditional trust planning proposals.

If you would like to discuss any matters with us or to arrange a meeting please call us on +44 (0)121 483 6850 or click here to contact us.