Trusts prepared in your lifetime or as part of your Will dictate how your assets are utilised by your beneficiaries and can also be used as a part of tax-efficient estate planning. However, the legal and tax consequences of trusts and the practical requirements are potentially complex.
A legislator smiling whilst dealing with two older clients

Whether you are considering setting up a trust or are a trustee or beneficiary of an existing trust, we can offer advice and assistance to suit your needs. Please contact Joe Richardson on 01323 401401 or by email at to arrange a free 15-minute consultation to discuss your needs.