Trusts & Tax Planning

A Trust can be used for a range of purposes including tax mitigation and protection for minor or disabled beneficiaries.

Trusts are legal arrangements where one group of individuals, known as trustees, hold assets and investments for the benefit of another group of individuals, known as beneficiaries. This is known as the separation of legal and beneficial ownership. A trust can be established either during lifetime or by will.

Trusts can be used for a number or reasons, including:

  • Tax mitigation
  • Enabling clients to make lifetime gifts whilst retaining control over the assets gifted
  • Protecting beneficiaries who might be facing a financial risk, such as a divorce or bankruptcy
  • Providing for minor children
  • Providing for disabled beneficiaries
  • Charitable trusts

Key Contacts


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Michael Graham

Director

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Timothy Rankin

Director

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Paula Gibson

Associate

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How can we help you?


Call us on the number below or send us a message and one of our team will be in touch.

028 9024 3141
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Key Contacts


Person Thumbnail

Michael Graham

Director

   |    view profile
Person Thumbnail

Timothy Rankin

Director

   |    view profile
Person Thumbnail

Paula Gibson

Associate

   |    view profile

How can we help you?


Call us on the number below or send us a message and one of our team will be in touch.

028 9024 3141
Send us a Message

How can we help you?


Contact
GDPR Compliance *