The Benefits of Trusts and the use of Loans A Trust is a legal relationship when you transfer assets to two or more people with instructions that they hold the assets for the benefit of your loved ones. Read more
Why should I use a Professional Trustee? The role of a Trustee can be extremely daunting for an untrained person and often decisions will be made which may not be completely in the interest of the Beneficiary(s). Read more
The Importance of Trustee meetings Clients sometimes question why the detail about what their beneficiaries will benefit from is not included in the will. Read more
Can Trusts eliminate the Tax I pay? Trusts were initially created for the nobility and wealthy landowners to avoid paying taxes to the Crown. There have been many changes to Trusts and their uses and equally to the Inland Revenue Rules which affect them. Read more
Guide to Estate and Trust Planning code Helping you plan for your future and your family's future Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible. Read more