Trusts & executries

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.

Who to talk to

Alan J. Mitchell

Alan Mitchell

Managing Partner

Talk to us

It’s the best way to tell us about your business, goals and needs, and to find out more about us and our services.