Finding the right investment blend for you.


Tax Sheltering / Trusts


We provide advice, in conjunction with other professionals, on structuring and monitoring trusts, which can be an effective method of passing on wealth to family members. Trust legislation evolves and this can affect the type of trust used or require amendment to existing arrangements. The order in which trusts are set up can have an impact on tax, and the investment strategy also plays an important role in the effectiveness of the trust.


Inheritance Planning


We advise on a number of solutions, which can provide the following benefits:

  • An immediate reduction in the value of the estate.
  • Further monies leaving the estate after a period of 7 years.
  • A tax efficient income.
  • Inheritance Tax exemption after 2 years.

Correctly structured, life assurance can also generate funds to meet tax liabilities and enable the estate to be passed to future generations.


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