Trusts & Executorships
Tax-efficient trusts for estate
& inheritance planning
Trusts and executorships are essential tools for effective financial and tax planning, providing a range of benefits such as reducing Inheritance Tax (IHT) liability, protecting assets and managing estate transfers. They can help in various situations, from holding shares in private companies to funding your children’s education, providing for individuals with disabilities or making charitable gifts.
The four main types of trusts—life interest trusts, discretionary trusts, accumulation and maintenance trusts and bare trusts— each offer distinct tax benefits and can be tailored to meet different needs.
We provide comprehensive trust and will services, from forming and registering a trust to advising on wills and selecting suitable trustees. Our trusts and executorships team help ensure your financial and estate goals are met, with a focus on tax planning and securing the future for your beneficiaries.
