Trusts & executorships

Take full advantage of these tax planning tools

Trusts are extremely useful instruments for tax planning purposes. They are particularly useful for holding shares in private companies as part of a family financial or tax plan – especially if you want to reduce inheritance tax liability on your estate.

They can also be useful for:

  • Providing funds for your children’s education, maintenance, etc.
  • Restricting access to property by future beneficiaries.
  • Providing for people who are mentally or otherwise incapacitated.
  • Gifting to charity

There are four main types of trust:

  • Life interest trusts
  • Discretionary trusts
  • Accumulation and maintenance trusts
  • Bare trusts

Each type of trust receives different tax treatment and can be adapted to many different purposes. To take full advantage of trusts in your tax and estate planning you need to receive expert help and advice.

We can help you determine which types of trust are suited to your purposes, prepare the necessary documentation, and advise on appropriate trustees.

Call 01732 760262 today to discuss how you can take advantage of this extremely useful tax planning tool



Contact Us

Certax Accounting EC London
Capital Office
Kemp House,
152-160 City Road,
London, EC1V 2NX
(B) 01732 762888 (M) 07903585959

Email: mariewalshe@certax.co.uk