Wealth Preservation Planning for both individual & corporate clients.

Use of Trusts can protect benefits from social impacts and can deliver additional tax benefits to the beneficiaries' estates. We do this by ensuring industry best standards are maintained by recommending that Death in Service and pension plans are written into Trust. If a clients pension is switched to a new provider or he/she moves employer the Trust is portable and can be used to receive death benefits from multiple sources.

Our effective, designed solutions can involve individual Trust products or customised advice and planning frameworks for the following situations:

• A personal Trust designed to hold all of your life policies in one tailored Trust.
• A personal asset Trust, designed as a spousal bypass Trust, which can hold pension and Death in Service benefits.
• A personal Trust designed to hold mortgage related benefits.
• A personal Gifting Trust designed to protect lifetime gifts to children and to hold annual exemption gifts.
• Estate planning and preservation Trusts for Inheritance Tax planning for single persons and their beneficiaries.
• Estate planning and preservation Trusts for Inheritance Tax planning for married couples and their beneficiaries.
• A Trust designed for the estates of married couples or partnerships.
• A corporate Business Trust, addressing the specialist needs of business owners, a frequently overlooked area of planning.
• A Property Trust to incorporate additional properties and buy-to-let assets.