Secure assets for future generations

A core component of inheritance and tax planning

Secure assets for future generations

Tax free inheritance planning

Trusts, in their many forms, can be used to pass assets to your beneficiaries outside of your estate which, by avoiding probate can help save time, probate fees and potentially taxes. Trusts give you control to specify how they are set up and for whom they might benefit, so ensuring the assets within the trust are managed to meet these individual requirements is key.

Get in touch

If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

Call us on...

020 7600 1660
How can we help?
  • Our investment management expertise is well suited to managing trusts, thanks to the individual nature of our services.
  • We have experience of managing portfolios held under trust and regularly work with third party administrators and specialists who might administer such schemes.
  • Our wealth planning service can provide advice on how to establish a trust as part of our estate planning services.
  • Our personalised discretionary service can help you ensure your trust is managed in line with your specific instructions.
More information

Whether you need a trust established or have an existing trust our discretionary services could be appropriate.  We have experience in managing bare trusts, discretionary trusts, loan trusts and charitable trusts amongst others.

With our focus on providing a personalised approach to managing your portfolio, we can help you ensure your trust arrangements are appropriate for your individual goals.

Latest insights

There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…