Trusts and inheritance
tax planning

Trusts can be created during life, or come into existence on death. Some arise informally and automatically – for example when more than one person owns a property. But they’re better created formally, so that the arrangements intended by the person creating the trust are documented and not open to argument.

Trusts arise and can be used for a number of purposes. They’re commonly used to protect capital while providing an income for a dependent during their lifetime. They can help children too young to receive capital gifts themselves. They’re also used for inheritance and other tax planning.

Whether you’re thinking about a lifetime gift or a trust created in a will, and whether it’s for tax or other planning purposes, we can advise you on the options that are available. We’ll prepare the necessary documentation and help you (if you want) with its continuing administration.

Andy Coyle, Director Head of our property services and lead guitarist.

Latest news & articles

Renters Increasingly Showing No Interest In Buying Property

June 19, 2018

There’s always a lot of talk going on about how younger generations…

The Importance Of A Work-Life Balance

June 12, 2018

In our busy nine-to-five societies, high-performance targets and going ‘above and beyond’…

Meet some of our wills probate and life planning team...