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.
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.
Start preparing your trust today or seek assistance as a trustee.
Our team of experts is on hand to answer any specific queries. Please send us an e-mail to ukestateplanning@zedra.com or call us on 01565 748 808.
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