Tax And Trust Planning

A trust is simply a legal agreement, used to protect and safeguard your assets against things like; inheritance taxes, 3rd party creditors and divorce. 

As well as this, trusts help you streamline the process of probate and set out a clear vision of how you want your assets to be distributed upon death. When you have various investments, it’s important to plan properly and early.

Moving to the UK?  I can help with protecting your wealth against taxes that you will be vulnerable to, such as Income Tax, Capital Gains Tax and Inheritance Tax.  Taking your wealth into a Tax Jurisdiction can be done in a very tax efficient manner.

When giving advice on Trust planning, I'll always consult someone like Darren Jones, a full member of the Society of Trust and Estate Practitioners to assist with the final recommendation.