We can facilitate setting up trusts and putting assets into them and advise which are most suitable depending on your circumstances.

We can advise on:

• Trust taxation

• Setting up trusts

• Assisting with compliance in relation to trusts in order to meet the obligations of trustees

• Structuring multiple trusts for large estates

• Ensuring robust wills and LPAs are setup appropriately

We can assist with Family trusts, suited for inter-generational wealth planning for family members. Lifetime trusts and bare trusts, suited to passing on assets while you're alive, whilst maintaining control. Discretionary trusts, allowing for changes in circumstances. Will trusts, trusts set out in your will that take effect on your death.

We will tailor our advice to your wishes, that may include:

• Mitigating UK inheritance tax; you can put assets of any sort, such as houses, land, and cash into trusts to help mitigate inheritance tax on your death
• Reducing costs and the amount of work needed during probate after your death 
• Using lifetime trusts to maintain privacy in relation to your estate
• Maintaining appropriate levels of control during your lifetime

 Raymond and Sabir have been incredibly helpful in providing me with advice on a tax and estate planning matter. Having both tax and legal advice available in one team meant my case was dealt with quickly with seamless handover between the two areas of expertise. This combined service was a huge benefit — what a relief to not have to relay information between specialists. In all my interactions, I have found the team to be highly knowledgeable and excellent at customer communication. I would highly recommend them.

Client, Tax & Estate Planning Matter