Trusts can be used to maintain control over your assets, preserve them for the future, and pass wealth on within your family in a protected way. They can also be extremely helpful when looking at ways to reduce an Inheritance Tax bill. So it’s no surprise they are such a widely used and valuable tool in estate and succession planning strategies.

But setting up and managing a trust requires professional advice. Working with your solicitor or accountant, we will help you understand which type of Trust would be best-suited to your needs and help you structure your finances to ensure you are able to gain the outcome you want for yourself and your loved ones.




How we help...

Identify whether you could benefit from setting up a Trust

We’ll help you identify what you want to achieve with your money now and in the future. Where we believe a Trust could enable you to achieve any of your objectives, we will tell you so and provide you with all the relevant information to help you make your mind up about how to proceed.

We may recommend a Trust in cases where a client wishes to pass money on to younger generations tax-efficiently. Or where a client needs to manage assets on behalf of someone else person, particularly in cases where that person, for example a child or person living with a disability, is not able to make competent decisions about their money on their own.

By taking the time to understand your exact circumstances, goals and wishes, we can guide you to the most appropriate solutions and outcomes.

Advice and guidance for trustees

If you are a trustee, ensuring your duties are properly fulfilled can feel like a big responsibility. We will ensure you understand the law – and are kept abreast of any changes to legislation – and that you are equipped with everything you need to comply with the law and serve in the best interests of the beneficiary.

Working alongside your solicitor

We are happy to work directly with your solicitor or accountant to ensure you receive joined-up legal, financial and tax advice. Our collaborative approach ensures you can feel confident that all your professional advisers are on the same page and there are no potential gaps in your strategy.

What our clients say

Kevin Duggan & Sarah Whitmarsh

“The best thing about working with Steve is the confidence that he gives us in our finances going forward.”

Read thier story

Taking in the big picture

Our first job is to listen to you so that we can thoroughly understand your current financial challenges and concerns. Then we’ll turn our attention to the future and how we can help you reach your goals.

Your client journey