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Trusts and executorships – Tax planning tools

Trusts 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 in your estate.

They can also be useful for:

• Providing funds for education, maintenance, etc
• Restricting access to property by future beneficiaries
• Providing for people who are incapacitated
• Gifting to charity

There are four main types of trusts that each receive different tax treatment and can be adapted to many different purposes. Our experts can advise you on a trust that’s suited to your purposes.

Contact Alan Mitchell on 01383 628800 or email amitchell@thomsoncooper.com to arrange a free initial consultation.