Retirement Savings
Family Trusts

Saving in a tax free environment has enabled our clients to acheive greater rates of growth on their savings than they would have aceived had they left their money in a bank. 

Advantages of using a Trust

Total confidentiality regarding one’s assets and their disposal, and the settlor’s wishes will be adhered to
Trusts are a good tool for tax planning and to reduce tax liability as they are not affected by the EU Savings Tax Directive
Intentions under a Will are only effective on death whereas a Trust becomes effective immediately
Assets are accessible more quickly on death as probate is avoided
Through a will, one’s assets are made public on death whereas details of assets held in Trusts are not made public
Simple and transparent cost structure
Used in estate planning due to tax exemptions

Suite 662, 2 Old Brompton Rd, South Kensington
United Kingdom
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