Trusts are extremely useful wealth management and tax planning tools. They enable you to give away assets while retaining a degree of control of them, and the different types of trust allow for a considerable degree of flexibility in your planning.

The legislation covering trusts is vast and complex, and at present changing rapidly .  Professional advice is strongly recommended for anyone considering using trusts.

Often integrated with Inheritance tax planning and the drafting of Wills, we can help guide clients through the maze and decide which type of trust is best suited to their purposes. We can also help to set up and administer trusts and advise on and assist with all aspects of the tax treatment of trusts.

Contact Us

Speak to one of our experienced team

To speak to a member of our team, please call us on 0151 228 8977 or enter your details below and a member of the team will call you back.