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A way of managing assets (money, investments, land or buildings) for people.

  • 1 hour
  • Prices Vary
  • Broadway

Service Description

A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers ("settles") a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary. Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning. We can advise on the setting up and running of: - Discretionary trusts; - Accumulation and maintenance trusts for children; - Interest in possession trusts. We can deal with all trust accounting and tax matters on your behalf.

Contact Details

  • 146 Broadway, Didcot, UK

    + 01235 819806

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