Family Trusts2018-11-05T10:06:16+00:00

FAMILY TRUSTS

PASS DOWN YOUR ASSETS TO THE RIGHT PEOPLE

A Family Trust can run for up to 125 years. Most assets can be placed into trust including your home, savings and most investments (other than IAS’s and premium bonds which must be help in our individual names).
Our consultants will come to your home or workplace to discuss your options and provide clear, professional guidance that is tailored to you.

ENQUIRE TODAY

Reach out to discuss if a Family Trust could benefit you today.

The principal benefits are that a trust can provide you with control, protection and flexibility. Lifetime Trusts are nothing new; they have been around for over 700 years and are still being used today for exactly the same purpose as 700 years ago; to protect inheritances for your loved ones by mitigating a number of threats.
Multi Generation Family Walking On Winter Beach With Dog Relaxing

HOW CAN WE HELP?

We provide advice on the various types of Family Trusts and also give comprehensive advice and services to trustees, who may find they need ongoing tax and practical advice regarding their Trust.

WE CAN HELP YOU TO:

Placing your assets into a family trust gives you maximum protection over your estate, with complete flexibility. It can take into account your individual needs and objectives. Our Cheshire-based consultants are all fully qualified and able to offer clear and comprehensive guidance around estate planning. With over 14 years of experience and an exceptional quality of service, we are able to set up family trusts to benefit you and those around you.
Probate costs in the UK are becoming increasingly expensive. More and more people are likely to have to pay large sums of money upfront when settling the affairs of deceased family members. We can assist in reducing the time and costs of the process, all through the use of a Family Trust.
It is completely natural to want to pass down your assets to those closest to you. However, in today’s increasingly complicated society, it is vital to protect your property so unwanted third parties cannot make a claim to it. Placing your assets in a family trust will help you to achieve this.

Want to find out more? Chat to our experts today.