We are able to give specialist tailored advice to help clients plan for the future. We have assisted many clients with tax saving techniques through the use of certain types of Wills and Trusts. Often the type of Will or Trust used will depend on the family and business circumstances of the client and our team have many years of experience in gauging the right option for a particular client.
Trusts can be a particularly useful way of providing for both farming and non- farming children. It can help achieve a balance of providing fairly for all. Trusts can however have tax consequences. It is therefore important to discuss what you would like to achieve, and consider whether a trust is the best way of achieving this taking into account any tax consequences.
Please do not hesitate to telephone us for an informal discussion on 01792 773 773 or contact us using our online form today.