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Tax and Trust advice

A trust is a legal instrument that can protect your property, money and other assets for your beneficiaries and even future generations. It can be used with a combination of financial planning, lifetime giving and gifts upon death.

We offer extensive Will drafting and estate planning advice covering all the different types of trusts, and your unique situation.

When deciding if an estate is taxable, HMRC consider property, savings, investments, and other possessions. However, from April 2027 pensions will also be included in the calculation which will see many people currently under the allowance now having an IHT liability and others who previously had IHT liabilities, now with a larger tax bill to settle.

Can I protect against Care Home fees?

It is possible to protect all or part of your estate, if you are a couple, by utilising a trust in your Will (Wills trust). However, this can be complicated, and it’s important to obtain specialist advice from our estate planning team to ensure this solution is appropriate to your circumstances.