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Estate Planning Trust

Estate Planning TrustPlay Video

When it comes to trusts, we’re here to help you choose the one that best reflects what you want to achieve - always with tax-efficiency and succession plans in mind.

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The DWF Estate Planning Trust enables an individual to give away assets so that they are outside their estate for Inheritance Tax (IHT) purposes. The individual making the trust is able to reserve an entitlement to be paid amounts from the trust in the future. Until now, such trusts have generally been available only in conjunction with the purchase of a life company investment product. The entitlement to payments out of the trust can be fixed or there can be a degree of flexibility.

Watch a short video about the estate planning trust »

Pass on the wealth – not the control

In simple terms, a trust is where your money or assets are held and managed by trusted individuals for the benefit of those you’re looking to support.

Our Private Client team can take care of all aspects of your trust for you, including:

  • Advising on the trust structure best suited to you.
  • Drafting the initial trust document.
  • Administering and managing the trust.
  • Helping develop your letter of wishes to guide your trustees.
  • Advising on alternatives if a trust is not the best solution for your needs.

If you are a professional adviser you can request a Estate Planing Trust pack which is designed for you to complete with your client »

Please get in touch if you have any questions or we can be of any further assistance.

For expert advice on individual wealth matters

If you are a professional adviser you can request a Estate Planning Trust pack which is designed for you to complete with your client.

Request your copy today...

Paul Davies

Partner

I am a Partner specialising in private client matters and providing practical advice across the different tax and legal issues that face high-net-worth individuals, trustees and executors.