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Trusts

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Creating trusts can help avoid Inheritance Tax and make use of available capital gains tax and income tax allowances. The creation of a trust involves the transfer of assets to trustees who hold the legal title to these assets for other people (beneficiaries).

Trusts can also be an effective means of managing assets for the benefit of those who are not able to do so for themselves such as children or the elderly.

We administer a large number of trusts on behalf of our clients. We provide extra assurance that monies left in trust will be invested wisely though our financial services department (see Financial Services).



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