Trust and executorships

Trusts and executorships

Taking care of your estate

It’s important to make sure your loved ones are well looked after once you’re gone, but if you don’t plan it, you could end up paying loads of inheritance tax.

A trust is one of the safest ways to leave money or assets behind for your family and can be managed in a tax-efficient way.

Our experts can help you set up a trust and act as an executor, making sure everything is well looked after.

From the start, we can help you choose the right trust and set everything up to work for your needs. Each type of trust is taxed differently, so getting advice on which may work best for you is essential.

If you want to make sure your assets and money are protected, as an executor, we’ll look after the trust until the beneficiaries are of age, as per your will.

Thinking ahead is an important part of setting up a trust – this planning is better done sooner rather than later.

If you don’t have a will, you’re unmarried, or you don’t have any close relatives, then your estate can be taken by the Government. So by setting up a trust, you’re making sure your lifetime of hard work doesn’t get handed over to the state.

Get in touch with our team today to discuss trusts and executorships.