Estate planning and trusts

Our specialists can help you protect your family’s wealth, ensuring that the assets are passed to the next or future generation rather than it being swallowed up by inheritance tax.

Constant changes to legislation, case law and H M Revenue & Customs' interpretations are creating increasing challenges for trusts and the protection of their assets.

Our experienced professionals can deal with both the complexities in the minefield of estate planning and trusts, and the identification of the best tax planning opportunities for you and your family’s individual situation. Our specialist team includes members of the Society of Trust and Estate Practitioners (STEP) who have attained professional qualifications in this complex area. They can provide you with sound advice on:

• Setting up a trust
• Running the trust
• Estate planning
• Tax planning
• Wills
• Charitable gifts