Trusts

Pass on your assets and preserve them for future generations or charities.

Trusts made in your lifetime or as part of your Will can be a tax efficient way of transferring assets and preserving them for the benefit of your loved ones or charities.

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Creating a trust during your lifetime as part of your Will is an established way to plan the transfer and preserve your wealth for future generations and/or good causes.

ZEDRA’s experienced team has the necessary expertise to:

Deal with all aspects of trust creation including the drafting of various types of trust deed.
Act as the professional trustee named in the trust deed either in your lifetime or on death
Assist those already acting as a trustee.

Our Services

A free consultation to understand your requirements, either by telephone or during a face-to-face meeting, following which a price quote will be provided for preparing your trust deed and for the ongoing management of the trust.
Arranging the transfer of the assets to your trust.
Assisting other trustees with any part of the management of a trust.

The ongoing management of your trust includes:

The appointment of an investment manager and monitoring their performance.
Making distributions to beneficiaries.
Annual trust accounts and tax returns.

Trusts are flexible and can be used for many different purposes.

By allowing you to:

Protect your wealth so it can benefit future generations (children or grandchildren).
Avoid the transfer of large sums of money direct to loved ones but allow them to benefit from funds for specified purposes.
To provide for minors should something happen to parents.
To provide for vulnerable persons.
As part of tax planning.
As part of a plan for charitable giving.
To receive compensation from personal injury.