Pass on your wealth

Setting up a trust

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.

For more information about our services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 720208 or our Norwich office on 01603 692732.

We take the time to understand your underlying objectives and help you reach your financial goals
get in touch with our experts
Subscribe to our newsletter to receive all the latest insights direct to your inbox