Trusts & family wealth protection

Even with the recent market downturn, many property owners are finding themselves with wealth exceeding the nil-rate band for inheritance tax.

In such circumstances prudent estate planning is imperative. Our private client department is one of the largest in the region.

We can offer the following services:-

  • trust planning and administration
  • review of wills
  • high value tax planning schemes
  • provision of professional trustees
  • Individuals wishing to reduce exposure to capital taxation cannot afford to overlook the role played by family trusts, an essential tool in estate planning and wealth protection.

Trusts provide excellent shelter for family capital, and can also give protection at times of marital breakdown.

Our extensive experience and expertise in this area is widely recognised throughout the northwest.

To ensure your needs are met with the best possible solutions we have also built strong relationships with some of the best legal practitioners working in this field.

Please contact us for more information