Trusts & Gifting

Trusts are a structured way for you to pass on your assets

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How do trust funds work?

Trusts are increasingly becoming a key part of peoples estate planning strategy. They are classified as a legal structure where certain assets can be held and managed.

There are several reasons to set up a trust. They allow you to protect your assets, as well as pass them on, often in a tax-efficient manner.

Trusts can be complicated, and there are different types of trusts to meet different needs. Because of this, working with a professional is advised.

Our specialists, along with our legal partners, can help guide you in finding the right type of trust based on your needs. We will also assist you in setting up the trust and take care of the finer details, including the paperwork. That way, you can relax knowing that your assets are securely managed, and your legacy is protected.

If you would like to set up a trust or to find out how you might benefit from one, please get in touch. Our client services team are on hand to answer any questions you may have regarding trusts. Alternatively, you can speak to one of our specialists directly who will be happy to help.

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