A ‘trust’ is a legal agreement allowing a third party to hold assets on behalf of one or more beneficiaries. They offer a combination of protection and tax savings, making them a useful part of inheritance tax and family estate planning.
Trusts are governed by trustees who are responsible for the funds in them, are able to protect your assets and who look out for the beneficiaries.
We regularly work with trustees, third-party administrators, legal advisers and trust specialists, so we are ideally placed to advise on what may be suitable for you.
Or, if you’re a trustee, we can advise you on your financial responsibilities and the suitable investment methods for money held in trust.
Past performance is not a guide to future returns. The value of investments can fall as well as rise. Investors may get back less than invested.