Trust Planning
Sophisticated wealth protection strategies that safeguard your assets for future generations
Multi-generational wealth preservation
Types of Trusts We Create
Discretionary Trusts
Maximum flexibility for trustees to distribute income and capital based on beneficiaries' changing needs
- Tax efficiency
- Flexible distributions
- Asset protection
- Professional management
Life Interest Trusts
Provide income for life while preserving capital for future generations - ideal for blended families
- Spouse protection
- Family harmony
- Capital preservation
- Clear succession
Accumulation Trusts
Build wealth over time by reinvesting income, perfect for long-term wealth accumulation
- Compound growth
- Wealth building
- Tax planning
- Future flexibility
Charitable Trusts
Combine philanthropy with tax benefits while supporting causes close to your heart
- Tax relief
- Legacy building
- Charitable impact
- IHT reduction
Why Choose Trust Planning?
- Protect assets from creditors and legal claims
- Minimize inheritance tax liability
- Maintain family wealth across generations
- Professional management of investments
- Flexibility to adapt to changing circumstances
- Privacy and confidentiality protection
Trust Planning Process
1
Objectives Analysis
Understand your goals and circumstances
2
Structure Design
Create optimal trust structure
3
Legal Documentation
Draft comprehensive trust deeds
4
Implementation
Establish and fund the trust
5
Ongoing Support
Continuous monitoring and advice
Secure Your Wealth for Generations
Discover how sophisticated trust planning can protect and preserve your family’s wealth