Your Quick Guide To Trusts

When you have worked hard to create a home and gather together savings, pensions and other valuables it is important that these assets are used in the manner you choose after your death – with as little as possible going to the tax man.

By setting up a Trust, you can ensure that your assets – which are probably greater than you imagine – go to the people and causes you care about and that Inheritance and Capital Gains Taxes are kept to a minimum.

When To Set Up A Trust

There are many circumstances in which creating a Trust is the best way to control the distribution of your assets. For example, you may wish to ensure that your children, grandchildren or a person with a disability receives some financial benefit from your estate. Or perhaps you have remarried and would like to be certain that, once your spouse has died, any of your remaining assets are passed to the beneficiaries you have chosen (such as the children from your first marriage). Alternatively, a Trust may be recommended as a way of reducing tax.

How Griffith Smith Farrington Webb Can Help

Whatever your circumstances, we are able to advise on the best solution for your needs.

• We have set up and run a large number of Trusts.
• Most of our Team are members of the Society of Trust and Estate Practitioners.
• We provide modern computer Trust Accounts and Tax Returns.
• We use modern Trust documents, written in plain English

Our Team (PDF, 99Kb)

Tax, Trusts & Estates Brochure

	Tax, Trusts & Estates A guide to Wills, Inheritance Tax Planning, Estate Administration, Trusts, Living Wills, Power of Attorney, Dispute Resolution Acrobat PDF File | Size:527KB Click here to download
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For further information or to discuss a particular situation, please e-mail Nick Evans or Nadia Cowdrey or contact on 01273 324041.