TRUSTS & ESTATES

GIVING MORE RESPONSIBLY

How can you protect your wealth and ensure it is passed down to younger generations in a responsible way?

If you have substantial assets that you want your children or grandchildren to inherit but are worried that they won’t be able to manage them themselves, or it could disincentivise them, then you may want to consider setting up a Trust and we can advise you on the best way to do this.

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“Setting up a Trust is a great way to ensure that your assets are managed carefully, whilst still being available for your beneficiaries.”

Calvin Healy

Director

HOW WE CAN HELP

We can advise you on the merits of setting up a Trust, based on your individual circumstances, as well as reviewing the tax implications and highlighting any other issues that you need to be aware of.

There are many different Trust structures to choose from and we can advise you on the best options, according to your situation and what your preferred outcome is.

TAX MATTERS

TAX MATTERS

As well as helping you understand the pros and cons of each different Trust, we will also explain the Inheritance Tax, Capital Gains Tax and Income Tax implications involved.

TRUST SUPPORT

TRUST SUPPORT

We can help with the administration by preparing annual accounts and tax returns, as well as advising trustees on the tax implications of distributing funds or assets.

TRUST PLANNING

TRUST PLANNING

We can review the Trusts position over time insuring that it still fulfills its original purpose. We can also provide a more extensive review of the families Inheritance Tax position.

Contact Calvin  

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