WHY CONSIDER A TRUST
Trusts, wealth transfers and family asset protection
Trusts can help you manage and pass on wealth to loved ones within your lifetime. With recent changes to inheritance tax (IHT) rules around pensions and Business Relief (BR), Trusts may offer tax efficiencies, plus ways to maintain control of wealth across generations.
How Brown Shipley will support you
As your long term wealth partner, we can provide Wealth Planning and Investment Management services to Trusts as part of our overall relationship with you and your family. We can recommend what type of Trust is most suited to your needs. In addition to this we can help facilitate making withdrawals or distributions from the Trust.
What does our guide cover?
Trusts can raise a lot of questions, such as:
- Are Trusts right for me and my Wealth Planning goals?
- How do I choose the right type of Trust?
- What tax-efficiencies do Trusts provide for IHT planning?
- How can I pass on wealth without losing control?
Our guide is a starting point for all the things you need to consider. We help you explore those questions and take the right next steps.
HOW TRUSTS COULD SUPPORT YOUR WEALTH PLAN
Download our guide to learn more
Explore how Trusts can help reduce inheritance tax while maintaining control over family wealth.
Discover the tax advantages to setting up a Discretionary Trust.
Understand how to protect family assets from beneficiaries' personal financial circumstances.
Learn how we can help you integrate Trusts into your wider Wealth Planning strategy.
“My Client Advisor is always available to help guide and support us. He is easy to work with and an extension of us and an integral part of our lives.”
General client feedback – Brown Shipley Client
Download your Trusts guide
We have years of experience in Wealth Planning and supporting the set up of Trusts, helping clients protect family assets and pass on wealth tax-efficiently. We can look at your wealth plan and advise if a Trust is the best way to achieve your goals. Complete the form below to receive your guide.
Why partner with Brown Shipley
IMPORTANT INFORMATION
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This content is intended only for HNW individuals under FCA rules and may not be suitable for other readers.
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Our Wealth Planning service can involve investing your capital, which places it at risk.
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The value of your investments or any income from them can go down as well as up, and you could lose some or all of the money.
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This information is for general guidance only and does not constitute financial or tax advice.
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We recommend that you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
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Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.