I am delighted to have Thomson Cooper looking after my pension plans and investments and look forward to my future retirement with a much improved sense of optimism.
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 David Walker on 01383 628800 or email email@example.com to arrange a free initial consultation.