Trusts can be an extremely effective vehicle for setting aside assets for future beneficiaries, outside of the inheritance tax net.
They can also be useful for:
- Providing funds for your children’s and grandchildren’s education, maintenance, etc.
- Restricting access to property by future beneficiaries
- Providing for people who are vulnerable, mentally or otherwise incapacitated
At Charterhouse, we can advise on the most suitable type of trust to suit your needs including setting up and administration of the trust.
Please get in touch to discuss the best option for you and your family.