Planning with Trusts & Other Vehicles

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

To give two examples:

• If your estate is substantial and you are concerned over exposure to inheritance tax, discretionary trusts can provide the ideal vehicle for you to pass wealth down to the next generation while retaining control over the gifted assets as a trustee.

• If you have children at university you may wish to invest in a property for them to live in.  Properly structured, the family can enjoy the capital appreciation in the property tax free over the period that they are at University rather than paying capital gains tax on its disposal.  Trust planning can make this dream a reality! Click here to learn more about this.

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.  Consequently, where there are practical “non trust solutions” to inheritance tax issues these will be considered on an equal footing to traditional trust planning proposals.

Rather than jumping in at the “deep end”, we recommend that you take advantage of our Wealth Preserver Service, which will identify whether you have a potential need for this type of planning as a matter of course.   We will then be in the optimum position to advise you further.

If you already have a precise and accurate calculation of your potential liability and are following an identifiable strategy, we will request copies of the relevant documentation from you.  Once we have reviewed these and assuming that the information is of a comparable quality to that provided by our own service, we will be in a position to quote you a fixed fee for a meeting. 

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.