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Trust Planning

Trusts are powerful in allowing us to control who eventually benefits from our estate after our passing, the order of beneficiaries, and in mitigating Inheritance Tax (IHT).

Knowing how to retain control of wealth whilst mitigating tax can be complex, but deserves careful consideration, especially given the protective benefits trusts can provide.

What We Can Do For You

At K W Thomas & Co, we are committed to providing comprehensive advice on the use of trusts to meet your long-term family objectives.

Regardless of the asset value you want to bequeath, a trust continues to be one of the most effective ways of protecting it for future generations, mitigating the level of tax and risk of legal challenge.

We assess the likely passing of assets through a family, parents to client then eventually on to the client’s children and grandchildren. Our aim is to greatly reduce or even remove the estate’s liability to IHT ensuring the wealth remains within the bloodline.

It is time to make sure that your assets are protected. Book a consultation with one of our professional team to discover how we can help you.

It’s time to make sure that your assets are protected. Book a consultation with one of our professional team to discover how we can help you.