Trusts - Client Guides

Browsing 1 - 5 of 5 Client Guides.
The Benefits of Trusts and the use of Loans
Why should I use a Professional Trustee?
The Importance of Trustee meetings
Can Trusts eliminate the Tax I pay?

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.

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Guide to Estate and Trust Planning code

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.

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During our initial discussion Panthera (Paul) fully explained the Will making process. We were made aware that our assets could be exposed to various risks such as Care Costs. Panthera (Paul) advised on how we could protect these assets by setting up Family Trusts. Having decided to go down this route Panthera (Paul) provided all the legal documentation in a timely manner despite having to work within the constraints of Covid-19 restrictions.