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Trusts and Inheritance Tax Planning

Trusts provide considerable scope for mitigating potential inheritance tax liabilities and are useful as part of an overall estate inheritance tax planning strategy to protect assets.

Trusts have existed for many years and they are a relatively easy and very tax efficient way to protect your assets for future beneficiaries.

Where trusts are concerned, inheritance tax planning is absolutely key. The earlier you set arrangements in place, the greater your chance of benefiting from the tax opportunities available.

Our Trusts and Inheritance Tax Planning Services include:

  • Advising on the tax advantages and selecting the most suitable type of trust
  • Advising on wills to ensure tax efficiency
  • Maximising inheritance tax reliefs and exemptions
  • Planning life-time gifts and making full use of exemptions and lower tax rates available
  • Transferring assets into trust
  • Advising on adequate life assurance to mitigate any inheritance tax impacts

Maximise the amount that will go to your beneficiaries by taking full advantage of the tax opportunities available today.

As part of the comprehensive services we provide, we can deal with all administration associated with trusts, including a full book keeping and record keeping service. We can also manage the preparation and submission of tax returns for Income Tax, Capital Gains Tax, Inheritance Tax and if necessary, liaise with HMRC directly on your behalf.

Should you need additional specialist advice such as Retirement Planning, Pension schemes and Life assurance or critical illness cover; we can provide introductions; recommend expert independent advisors and work together with them to make sure you receive the best products and advice to match your needs.

Call us now on 020 8108 0090 or complete the enquiry form and we will call you back to discuss your trusts and inheritance tax requirements.


Important Information
The Provision of Services Regulations 2009 requires us to advise you that our professional indemnity insurer is HCC International Insurance Company PLC, 35 Seething Lane, London, EC3N 4AH.

Our territorial coverage is worldwide except for any professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

We are not authorised financial advisers, but will introduce you to suitable firms or individuals when you are considering transactions that would benefit from authorised advice.

We are not regulated by the Financial Services Act and will refer you to an FSA-regulated provider if that will benefit you.