Trust Planning

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At Selected Accountants, we understand the importance of effective trust planning in safeguarding assets, protecting legacies, and achieving long-term financial goals. With our specialised Trust Planning services, we assist individuals and families in navigating the complexities of trusts, ensuring their wishes are carried out effectively and tax-efficiently. Our team of experienced trust planning professionals provides tailored solutions that address the unique needs and objectives of our clients.

1. Trust Establishment and Administration: We guide individuals and families through the process of establishing trusts tailored to their specific requirements. Whether it's a discretionary trust, a life interest trust, or a charitable trust, our team ensures that trusts are set up correctly and administered efficiently, in accordance with legal and regulatory requirements.
2. Asset Protection and Preservation: Trusts can be powerful tools for asset protection and preservation. We help clients structure trusts to shield assets from creditors, mitigate inheritance tax liabilities, and preserve wealth for future generations. Our team provides expert advice on asset protection strategies and ensures that trusts are structured to achieve maximum protection and tax efficiency.
3. Tax Planning and Optimisation: Effective tax planning is essential for maximising the benefits of trusts and minimising tax liabilities. Our trust planning professionals analyse clients' tax positions and provide strategic advice on tax-efficient trust structures, inheritance tax planning, and capital gains tax mitigation. We help clients utilise available tax reliefs and exemptions to optimise their tax position and preserve more of their wealth.
4. Trustee Services and Governance: We offer trustee services to help clients fulfil their duties and obligations as trustees effectively. Our team acts as professional trustees or provides support and guidance to lay trustees, ensuring compliance with trust documentation, investment management, and reporting requirements. We also assist clients in establishing trust governance structures to facilitate smooth administration and decision-making.
5. Trust Reviews and Updates: Trusts should be regularly reviewed and updated to reflect changes in clients' circumstances and legal and regulatory developments. We conduct comprehensive trust reviews to ensure that trusts remain effective and aligned with clients' objectives. Our team advises on trust modifications, variations, or terminations as necessary to meet clients' evolving needs and preferences.
6. Estate Planning and Succession: Trusts are integral components of comprehensive estate planning and succession strategies. We work with clients to incorporate trusts into their estate plans, ensuring seamless wealth transfer, asset protection, and succession planning. Our team helps clients structure trusts to achieve their estate planning goals and preserve their legacies for future generations.

At Selected Accountants, we are committed to delivering excellence in Trust Planning services to individuals and families across the UK. With our specialised expertise, personalised approach, and dedication to client satisfaction, we serve as trusted advisors in helping clients navigate the complexities of trust planning and achieve their wealth preservation and succession objectives. Partner with us today and experience the benefits of expert Trust Planning advice and support tailored to your unique needs and aspirations.