Working Hours: Mon – Fri 8pm – 6pm

Know your Trusts

Simply put, a trust allows you (the settlor) to entrust your assets (the trust fund) to the trustees for the benefit of your beneficiaries.

  • Absolute Trust
  • Discounted Gift Trust - Bare & Discretionary
  • Discretionary Trust - Settlor Included
  • Loan Trust - Bare & Discretionary
  • Discretionary Trust -
  • Lifestyle Trust
  • Excess Income Trust

We offer a range of services

We have access to qualified advisers all over the world who can understand all types of complex queries to ensure you are fully prepared for any potential tax issues but also in a position to protect your assets. ​

Trust planning

Reduce estate tax, control & protect family assets, distribute assets tax efficiently.

Pension Transfers

Clear and Transparent advice on UK pension transfers for Expats living outside the UK.

Inheritance tax planning

Learn how to reduce your 40% IHT bill.

UK & Us Share protection

Structuring of US and UK shares to ensure tax are reduced or removed.

Pension/Investment Reviews

Pension & Investment analysis, portfolio restructuring, cost reduction exercises.

Speak to an Adviser

If any of these areas apply to you then get in touch so you can be informed of your options.

THE PROCESS

Fill in a short questionnaire to outline your current situation and the service you are lookin for.

Youre information will then be passed to the relevant Qualified advisor to discuss your circumstances.

Once you have agreed on the steps to secure your assets, you can continue to live your life without any unexpected bills.

Because’s Life’s Complicated Enough.

We are here to assist. Contact us by phone, email or via our social media channels.

Contact Us

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    Working Hours:

    Mon – Fri 8pm – 6pm