Trusts and Wills

A trust allows you to make provision for beneficiaries and loved ones either during your lifetime or via your will on death. Trusts also have their own unique set of tax rules which may provide scope for planning in minimising your liabilities to the revenue.

Trusts can also be useful in protecting assets when long term care calculations are made. Such provision should be made well in advance of any medical problems that might arise.

Your will should be kept up to date and reviewed regularly as tax laws are changed and your personal circumstances evolve.

We can help you plan your requirements and liaise with other professionals. Please contact us for further advice on trusts and wills.

Planning