Inheritance Tax could cost your loved ones hundreds of thousands of pounds in the event of your death. Our specialist consultants will calculate your Inheritance Tax liability and advise how you may potentially reduce this, putting more money in your family’s hands.
For more information please download one of our free guides:
Trustees
We have specialist consultants that have extensive knowledge and experience in the area of Trusts and Powers of Attorney. We appreciate the responsibility of a Trustee and Attorney and offer a number of services to assist them with making the right financial decisions.
Trustee Bank Accounts
It can prove difficult to locate a Trust or Power of Attorney bank account with a reputable institution and that has a simple application process.
We facilitate the opening of such bank accounts and can assist with completing the relevant applications and ensure a smooth transition with opening the account and transferring any funds across.
Trustee Investments
For longer term funds, it may be that an investment is the best solution to generate returns in excess of that which can be achieved with a bank account.
Based on the investment term, the preferred risk approach, need for ad hoc lump sums and/or income and taxation implications, we recommend the most suited investment solution for the Trust or Power of Attorney.
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.