A trust is an agreement that allows a third party to hold assets on behalf of one or more beneficiaries. The combination of protection and tax savings that trusts can offer make them a useful component of wider inheritance tax and family estate planning. They enable you to shield your assets and manage who benefits from the assets, and when.
Our wealth management team manages many investment portfolios held under trust and regularly works with trustees, third-party administrators and specialists who administer these schemes.
We can advise you on what structures might be appropriate for you. We work closely with your legal advisers to get set them up.