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TAX PLANNING WITH TRUSTS

CKLG Accountants

Trusts can be created during your lifetime or on death. They enable you to pass assets to future generations whilst retaining an element of control and protection over the assets gifted. Trusts can help to achieve tax savings during your lifetime and beyond. 

 

Using Trusts can help protect wealth, provide financial security for future generations and protect the family estate to ensure your assets are directed in accordance with your wishes.

 

Whether you would like advice on the operation of an existing Trust or are thinking of creating a new Trust, we work closely with legal advisers to ensure your objectives are achieved.

 

We can help guide you through:

 

  • Your tax planning using Trusts
  • The administration of your Trust to include preparation of annual accounts and Trust tax returns
  • IHT advice and reporting requirements
  • Acting as a professional Trustee
  • Advising Trustees
  • Offshore Trusts

SPEAK TO KATIE AND CHARLOTTE 

 

01223 810100 help@cklg.co.uk

Protect and structure your wealth for the future of your family.

FROM THE BLOG