Financial Planning with Trusts

In our opinion all clients should be considering financial planning strategies that enable them to use all of the tax exemptions, reliefs and allowances that are available to all of their family – be they a spouse, children or grandchildren.

One major hurdle with all clients is the reluctance to give up control of capital by gifting capital outright, perhaps fearing that it will be frittered away or end up in the hands of creditors or ex-spouses. This is where a trust comes into its own as a vehicle that can provide wealth protection for a family.

For further information please download our e-brochure. Or to arrange a free introductory meeting, please contact us on +44 20 7129 1432


We’re here to help and will endeavour to answer any questions. Financial matters can be complicated, our experts are on hand to help inform you of every aspect regarding your topic.

We take great pride in using our expertise for you and look forward to hearing from you.