Trusts and Gifting

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax

Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due

While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.