Trusts and Estates

Trusts and Estates

While Inheritance Tax is a major concern for people with large estates, there are other factors to consider during your lifetime and after your demise.

Asset protection is an area individuals and business owners are concerned about. There is a risk of creditors targeting personal assets; equally, individuals may be concerned about ringfencing income and assets for future generations while maintaining control or sheltering from sideways disinheritance.

Proper estate planning can ensure processes are in place to safeguard in the event of a loss of capacity both in short-term and longer-term circumstances. It can also ensure that business and property interests can be maintained in the event of death. By reviewing the entire estate, it is possible to identify and resolve issues in advance.

Consilio Consulting ensure that appropriate structures and documentation are established according to the clients’ wishes, and pressure on the family can be reduced at the most difficult times. Case Study

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.

Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.