Tax, trusts and estate planning

Allows a client, who doesn’t need access to the capital or income, to reduce the potential IHT liability on their estate by making a lifetime gift.

Allows a married couple or registered civil partners to carry out IHT planning, without losing access to their capital, or the growth on it during their lifetimes.

Allows a client, who needs continuing access to their capital, to make a lifetime gift into a trust for the purpose of speeding up the probate process. However, there is not a reduction on the potential IHT liability on their estate.

Our supplementary deeds and continuation sheets are available for use in conjunction with our trust range.